Pursue what matters most Confidence for today, tomorrow and generations to come

Kevin N. Haynes, CFP®, CRPS®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Chartered Retirement Plans Specialist (CRPS®)

Visit OakRing Investments

phone

334-260-3873







address

4001 Carmichael Road Suite 400
Montgomery, AL 36106



Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, I can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

My Total Picture

Getting started with My Total Picture