Hayley Haslett (CFP®, MS)
Hayley Haslett focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- Generation X
- High Net Worth Client Needs
- LGBTQ+
- Retirement Planning & Distribution Rules
- Corporate Executives
- Estate & Generational Planning Issues
- Generation X
- High Net Worth Client Needs
- LGBTQ+
- Retirement Planning & Distribution Rules
Planning Specialties
Lake Road Advisors is a fiduciary, fee-only partner for Individuals & Families approaching and living in retirement. We build comprehensive plans and coordinate an evidence based investment strategy to create a retirement paycheck, manage lifetime tax exposure, and right size portfolio risk to real life spending needs.
We’re a good fit if you want ongoing planning paired with disciplined portfolio management. Core areas include retirement income design, Social Security and Medicare timing (including IRMAA awareness), and tax smart withdrawal sequencing including Roth conversion considerations, Required Minimum Distribution (RMD) planning, portfolio risk alignment, and ongoing, disciplined rebalancing. Our fees are transparent and aligned with advice, and we serve a focused number of households for highly personalized attention. If you’re within 5 years of retirement or already retired, I’d love to explore whether partnering with Lake Road Advisors is the right fit. If this sounds like you, please don’t hesitate to reach out and
Hayley Haslett, Lead Advisor at Lake Road Advisors, has worked in financial planning for over 7 years. Hayley enjoys working with individuals and families nearing and living in retirement, guiding them through complex financial decisions. She holds an M.S. in Personal Financial Planning, Program: Advanced Financial Planning and Financial Therapy from Kansas State University. Hayley completed her CFP Board registered education while obtaining her B.S. in Business Administration, Financial Services with Certificate in Personal Financial Planning at San Diego State University. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of National Association of Personal Financial Advisors (NAPFA). Additional Information
NAPFA Start Date
June 08, 2022
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