Scott Haley (CDFA, CFP®, EA)

Scott Haley specializes in
the following areas of expertise:

  • Divorce Planning
  • Helping Clients Identify & Achieve Goals
  • High Net Worth Client Needs
  • Ongoing Investment 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

Industry Start Date

April 01, 2010

This Office

137 College St Wadsworth, OH 44281-1854 Phone: (330) 217-3803