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Richard Hayes

Richard Hayes, Senior Advisor

Richard leads our retirement planning practice. He helps clients approaching retirement create detailed income plans, optimize Social Security benefits, and navigate the transition from accumulation to distribution. His clients value his thorough approach and clear communication style.

Details

Specialty
Retirement Planning & Income Strategy
Email
richard@summitwealthadvisors.com
Phone
(555) 456-7891
Certifications
CFP, ChFC