Hayden Lipp Financial Services offers financial planning, investment advice, and insurance guidance to individuals, trusts, estates, and small to medium-sized businesses. Hayden Lipp helps clients define their financial goals and develop strategies to achieve them, including cash flow management, tax planning, and risk exposure assessment. The firm operates as both fee-only and fee-based, depending on the client's preference. Investment management is offered through third-party managers.
Fee Structure
Hayden Lipp Financial Services does not directly manage investments. Investment management is provided through third-party investment companies. The firm will monitor these managers to determine if their programs meet client needs. Fees charged by these third-party managers will be in addition to any agreement fee paid to Hayden Lipp Financial Services. These fees may be shared with Hayden Lipp Financial Services, but will be disclosed, and may result in a lower agreement fee.