Ken Hoyt (CFP, EA)

Ken Hoyt focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

I provide clients with customized, comprehensive financial planning and investment advice based on your financial goals and stage of life. Services may include goal setting, investment allocation and selection, college savings strategies, retirement planning, insurance needs analysis, cash flow planning, estate planning guidance, and tax planning & preparation.

My goal is to provide the best financial advice by eliminating sales agendas, commissions, percentage fees, and the one-size-fits-all approach. Give straight talk, honest answers, and a willingness to put the clients' interests first.

Additional Information

WHAT MAKES HWM DIFFERENT

Fiduciary

I abide by a fiduciary standard, which always puts the client's interests first. I provide unbiased, no-conflict-of-interest, honest advice stemming from a fee-only financial structure.

Comprehensive

There is more to financial well-being than just investments.

Modern Approach

I use the latest technology for developing and monitoring our clients' investment portfolios and financial plans. This includes offering virtual meetings and easy to access online resources.

Transparency

People should understand how much they pay and what they are paying for. I receive no compensation from any product recommended, nor do I represent any product or company.

 

WHERE I WORK

I work with clients locally in eastern Massachusetts and southern New Hampshire, and

throughout the USA utilizing the latest virtual meeting and planning tools.

WHO I WORK WITH

I work with individuals and families across the country who desire professional guidance and who understand the value of independent, objective advice, free from the conflicts of commissions, percentage-based fees, and proprietary products. If that sounds like you, I'd love to hear from you.

 

NAPFA Start Date

July 06, 2017

Submit
Submit

This Office

270 Littleton Rd Ste 19 Westford, MA 01886-3524 Phone: (978) 557-6025