Scott Haley, CFP, EA, CDFA
Prelude Financial is a young and nimble, yet highly sophisticated, financial planning and investment management firm. At Prelude Financial we are a bit different than most firms, we believe that with the right planning you can live your best financial life. Whether you are looking to purchase a new home, travel more, save for your childrens' college education, create a flexible lifestyle, or build a retirement income plan, Prelude Financial will work with you to identify your priorities, set your goals, and develop an actionable financial plan that is easy to understand and follow.
Designations: CFP, EA, CDFA