Scott Haley (CDFA, CFP®, EA)
Scott Haley focuses in the
following client markets or areas of practice:
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I provide objective, transparent and comprehensive financial planning and investment management services to mid career professionals and individuals nearing retirement. In working with my clients help minimize the overall costs that deteriorate wealth by keeping a keen eye on the tax efficiency of your financial plan, investments and retirement distribution strategies.
Additional Information
At Prelude Financial, our mission is to partner with you to create financial comfort, help and protect your family, and build a legacy. We are driven to provide objective, tailored solutions that enhance your life. We endeavor to know and understand your financial situation and provide you with only the highest quality service and advice to help you reach your personal goals
Whether I am building a financial plan, creating an investment strategy or helping you develop a budget, my approach is more than simply evaluating the numbers, it's about getting to know you and understanding your goals and dreams.
NAPFA Start Date
March 15, 2016
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