Financial Advisory Services
While the accounting advice we at Haynes Downard provide does encompass your investments, we know that many of our clients need more. So we looked for financial advisors who could provide comprehensive financial planning and investment advice that complements our tax planning and advice. Give us a call and let us introduce you to John Burch and Caleb Bagwell of EverSource Wealth Advisors, a registered investment advisor. John, Caleb and our team at Haynes Downard will work together to create and implement a financial and tax strategy for you.
John R. Burch, CFP®, CKA®
Financial Advisor
Caleb Bagwell, CFP®
Financial Advisor
We will help you:
• Be Organized
• Be Proactive
• Be Prepared
• Stay on Track
We Focus on the following areas:
• Planning for private savings and employer retirement plans.
• Charitable gifting strategies to maximize impact and manage tax effects.
• Risk management strategies for business and family situations.
• Retirement Income planning.
We follow a systematic and comprehensive planning process:
• Discovery of technical and non-technical aspects of your planning to include what you value most in life.
• Create a written plan and partner with you to execute the strategies you adopt.
• Maintain a relationship of accessibility and accountability to achieve your defined outcomes.
EverSource Wealth Advisors, LLC, is a registered investment advisor. Additional information on EverSource Wealth Advisors, LLC is available at adviserinfo.sec.gov. Haynes Downard LLP principals Lewis Jones and Max Campbell are registered with the state as investment advisor representatives with EverSource.
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Cahaba Heights Office
3161 Cahaba Heights Rd.
Suite 203
Vestavia Hills, AL 35243
Main Number (205) 254-3380
Fax (205) 254-3377
Office Hours: 8am-5pm
Jasper Office
405 10th Avenue
Jasper, AL 35501
Main Number (205) 221-6109
Fax (205) 384-9215
Toll-free (888) 384-6109
Office Hours: 8am-5pm
Follow Us
Cahaba Heights Office
3161 Cahaba Heights Rd.
Suite 203
Vestavia Hills, AL 35243
Main Number 205-254-3380
Fax 205-254-3377
Office Hours
M-F: 8:00am-5:00pm
Jasper Office
405 10th Avenue
Jasper, AL 35501
Main Number 205-221-6109
Fax 205-384-9215
Toll-free 888-384-6109
Office Hours
M-Th: 8:00am-4:00pm
*Closed 12:00pm-1:00pm for lunch
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