What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 12pm

Hays Breard Financial Group, LLC

Home
United States
Baton Rouge, LA
Hays Breard Financial Group, LLC

We Offer Our Clients:-Independence-Professional Investment Advice-Knowledge and Experience-Comprehension

Offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Wealth Services, LLC and have not been reviewed by Cetera Wealth Services, LLC as to a

ccuracy or completeness. The financial professionals associated with Cetera Wealth Services, LLC may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states that business is available to be discussed and conducted, please visit our website: www.haysbreardfinancialgroup.com

12/22/2025

As the year winds down, we're sending warm wishes your way. May this season bring peace, joy, and time to recharge with those who matter most.

Please note: Our office will be closed from December 24th to 26th and January 1st to 2nd, allowing our team to spend time with their loved ones.

Wishing you a joyful holiday season and a healthy, happy start to 2026!

12/17/2025

One of the best gifts you can give yourself this holiday season is a secure financial future.

Reach out today to schedule an initial wealth management consultation, tailored to your unique needs.

12/11/2025

December will be over before we know it, so we’re sharing an urgent reminder about annual required minimum distributions. Take a look below at key information for Americans who are 73 years or older.

🔹If you turned 73 in 2025, you have until April 2026 to take your first distribution. However, you will need to take your second distribution by December 31, 2026. Taking both in 2026 could have negative tax impacts. Discuss the best course of action with your financial advisor.

🔹If you’re age 74 or older, the IRS requires you to take an RMD from certain retirement accounts by December 31st.

🔹Applicable accounts include: Traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, 403(b)s, and 457(b)s. However, the IRS does not require RMDs from Roth IRAs, Roth 401(k)s, or Roth 403(b)s while the account holder is living.

🔹Missing the deadline could result in a penalty of 25% of the RMD amount and 10% if corrected within two years for IRAs.

12/09/2025

Year-end is the perfect time for employers to take a closer look at their 401(k) plans. While providers manage certain aspects, there are critical responsibilities that fall directly under the employers. Here is a quick checklist to help guide employers:

✅Confirm plan operations match the plan document - Keep internal teams and providers aligned on any changes to avoid errors.
✅Verify contribution accuracy - Double-check payroll data against plan definitions of compensation to confirm correct deferrals and matches.
✅Monitor timely deposits - Employee contributions must be deposited as quickly as possible, not simply in alignment with the 15-day rule.
✅Audit employee eligibility - Ensure all eligible employees have had the chance to participate and that records are complete.
✅Review loans and distributions - Confirm that loans and hardship withdrawals follow both plan rules and IRS regulations.

Taking time for these checks now helps minimize risk, protect your employees’ retirement savings, and keep your plan on track.

12/03/2025

As 2025 winds down, now is the time to take proactive steps to help set you up for financial success in the new year. Swipe through for a few actions to consider before December 31st.

Have questions about any of these year-end strategies? Give us a call. We’re here to help you finish strong and start 2026 with confidence.

11/27/2025

Whether you’re hitting the road to visit loved ones or staying cozy at home, we hope your Thanksgiving is filled with laughter, gratitude, and festive celebrations (turkey hats optional).

For our part, we’re taking a short break this Thursday and Friday to enjoy time with family. We will be back Monday, ready to reconnect.

Wishing you a warm and wonderful Thanksgiving!

10/31/2025

This Halloween, our team just wanted to share a little festive cheer with our clients: It’s truly 🍬 a treat 🍬 to work with you!

Whether you're carving pumpkins, dressing up, or enjoying time with friends, we hope your Halloween is full of fun — and free of tricks.

Stay safe and have a spook-tacular celebration!

10/29/2025

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe through to separate facts from fiction.

10/23/2025

The third quarter was a vivid reminder of the resilience and adaptability of both markets and investors, offering key takeaways for financial professionals and investors alike. Swipe through for an overview.

10/21/2025

Looking beyond stocks and bonds? For high-net-worth investors, private equity and other alternative investments can offer powerful ways to diversify a portfolio while managing risk. Swipe through for more on how these complex assets can fit into a diversified strategy.

Address

5035 Bluebonnet Boulevard, Ste A
Baton Rouge, LA
70809

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 12pm

Website

http://www.haysbreardfinancialgroup.com/

Alerts

Be the first to know and let us send you an email when Hays Breard Financial Group, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hays Breard Financial Group, LLC:

Shortcuts

Want your business to be the top-listed Finance Company in Baton Rouge?

Hays Breard Financial Group - “Planning for Your Financial Future”

Securities offered through LPL Financial. Member FINRA/SIPC www.finra.org www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AR, CA, CO, CT, DC, FL, GA, IL, LA, MD, MO, MS, NC, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WI