Scott Haley

CFP®, EA, CDFA®
Personal Finance, Retirement, Investing
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“As the founder of Prelude Financial, Scott Haley works with mid-career professionals who want to improve their financial life but aren't sure how to.”
Firm:

Prelude Financial

Job Title:

Founder

Biography:

Scott Haley the founder of Prelude Financial, a firm dedicated to providing unbiased conflict free advice to help clients create the life they envision for them and their families. He helps clients think through difficult financial tradeoffs to come up with solutions they can comfortably live with. He takes pride in getting to know every detail of his client’s financial lives so that he can build a well thought out, carefully tailored plan to help accomplish the goals they've set for themselves.

Scott serves a broad range of clients, ranging from mid-career professionals to retirees. Prior to forming Prelude Financial, he worked for some of Ohio's larger wealth management firms. Using his past experience, he crafted Prelude Financial to be a firm as sophisticated as a boutique wealth management firm while not restricting itself to younger individuals.

Scott's path to becoming the advisor he is today began long before he ever went to school. For some reason he's always found the stock market to be incredibly fascinating, however, it wasn't until he was about half way through his bachelors degree that he realized that there was so much more to helping individuals with their finances than just the investment component. With that in mind,  Scott continued his studies and received a bachelors degree in financial planning from the University of Akron.

After working in the industry, Scott quickly realized that simply having a degree in something wasn't enough. He wanted to learn more about financial planning and continue to bring more and more value to the clients I serve. So he became a CERTIFIED FINANCIAL PLANNER (CFP), and continued on to earn the Enrolled Agent (EA) and CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA) designations. As one can see, Scott enjoys learning, maybe even a bit too much. However, the real satisfaction he derives from learning new things is the ability to share what he has learned with others and help them accomplish their financial goals.

Education:

BA, Finance, University of Akron

Assets Under Management:

$5 million

CRD Number:

5919854

All Answers
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    401(k), Taxes
How are taxes imposed on a 401(k) disbursement?
25% of people found this answer helpful

Great question. The $10,000 you plan to withdraw from your 401(k) will be treated as earned income and taxed at your highest marginal tax rate. So for your particular situation you will pay 10% federal tax on the first $9,325 and 15% on the amount above that. So for your withdraw the federal tax is calculated as:

10% x $9,325 = $932.5

15% x $675 = $101.25

Total Tax = $1,033.75

Once you have made the withdraw the custodian will send you a 1099R that you will recieve at the end of the year. 

September 2017
    Marriage / Divorce, Financial Planning
How does spousal consolidation work?
0% of people found this answer helpful
September 2017
    Insurance, Life Insurance
How do I go about locating a lost life insurance policy?
0% of people found this answer helpful
September 2017
    Debt, Personal Finance
How will my credit report be affected by paying off a collections account?
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September 2017
    Career / Compensation, Taxes
How would I file taxes on a severance pay?
0% of people found this answer helpful
September 2017