Haley Modlin (CFP®)
Haley Modlin focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
NAPFA Start Date
July 02, 2020