Haynie Wealth Management

Create the Retirement

You Deserve

Tailored financial strategies for a secure, tax-efficient future.

About Us

Your Partner in Financial Clarity

At Haynie Wealth Management, we believe retirement should be more than just a financial milestone — it should be a secure and fulfilling chapter of your life. As a fiduciary-backed firm partnered with Haynie & Company CPAs, we integrate financial and tax planning into every decision to provide a seamless, personalized experience.

What Sets Us Apart:

  • Personalized Financial Plans: Your goals come first, always.
  • Expert Tax Strategies: Minimize taxes, maximize savings.
  • Fiduciary Commitment: We put your best interests first.
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Comprehensive Retirement Planning

Holistic strategies for lasting financial security

Retirement isn’t just about saving — it’s about creating a well-rounded plan that supports every part of your financial life. From managing investments to maximizing Social Security, our tailored approach ensures all aspects of your retirement work together seamlessly.

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Investment Management

Build a diverse portfolio for steady growth and security.

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Social Security Planning

Maximize benefits through informed timing strategies.

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Medicare Planning

Stay covered with the right healthcare solutions.

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Estate Planning

Protect your legacy with a clear, customized estate plan.

Our Process

What to Expect

We follow a proven four-step approach to retirement planning, ensuring personalized solutions tailored to your unique needs:

  • 1. Understand Your Goals

    We take time to learn about your financial situation, goals, and family priorities to build a personalized foundation for your plan.

  • 2. Develop Recommendations

    Our team creates a tailored strategy designed to maximize your financial potential, supported by transparent analysis and clear recommendations.

  • 3. Implement Your Plan

    We put your customized plan into action, building a well-structured investment portfolio aligned with your goals and risk tolerance.

  • 4. Ongoing Support

    We provide continuous monitoring, proactive updates, and expert guidance to keep your financial plan on track as life evolves.

Stay Informed and Empowered

Financial confidence starts with knowledge.

At Haynie Wealth Management, we believe informed decisions lead to better outcomes.

Educational Seminars

Understanding your financial options is the key to long-term success. Join our educational seminars to learn about retirement strategies, investment planning, tax-saving opportunities, and more. Our interactive events are designed to help you feel confident in your financial decisions.

Timing is Key: Understanding RMDs in a Market Slump

Timing is Key: Understanding RMDs in a Market Slump

Roth Conversion and TimingWith the market down, some individuals might see the present time as an opportunity to expedite Roth conversions. However, they must remember the sequence: RMDs must be...
2025 Update: New Rules for Inherited IRAs

2025 Update: New Rules for Inherited IRAs

Staying informed about retirement account rules is crucial for beneficiaries, particularly as regulations continue to evolve. One area that has caused confusion is the handling of Required Minimum...
Understanding Risk Tolerance for Smarter Investments

Understanding Risk Tolerance for Smarter Investments

Discovering Your Comfort with Risk: A Crucial Investment StepWhen it comes to managing investments, knowing your risk tolerance is not just beneficial—it's essential. Balancing the opportunity for...
Understanding Tax Benefits and Implications of Homeownership

Understanding Tax Benefits and Implications of Homeownership

Beyond the pride of owning a home, there are significant financial benefits that come with it, especially during tax season. As a homeowner, navigating these benefits can feel overwhelming due to...
Exploring Charitable Giving Options for Maximum Impact

Exploring Charitable Giving Options for Maximum Impact

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Key Considerations for Roth Conversions

Key Considerations for Roth Conversions

Understanding Roth Conversions: Important ConsiderationsWhen it comes to retirement planning, one of the strategies that often pops up is the Roth conversion. The decision to convert traditional...
Navigating Missed RMDs: A Step-By-Step Approach

Navigating Missed RMDs: A Step-By-Step Approach

Fixing a Missed RMD in 5 Easy StepsRequired Minimum Distributions (RMDs) are mandatory withdrawals you must take from your Individual Retirement Accounts (IRAs) under certain conditions. Depending...
Understanding Risk Tolerance for Smarter Investments

Understanding Risk Tolerance for Smarter Investments

Discovering Your Comfort Zone: Navigating Risk Tolerance Investing can be a thrilling yet daunting endeavor, as balancing opportunities with their potential losses is inherently challenging. Our...
IRA New Year's Resolutions for a Financially Secure Future

IRA New Year's Resolutions for a Financially Secure Future

As the new year unfolds, it's the perfect time to revisit our financial goals and commitments. A crucial aspect of financial planning involves managing your Individual Retirement Accounts (IRA)...
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