Lake Road Advisors, LLC

Hayley Haslett is a CFP® with six years of industry experience, currently serving as a financial advisor at Lake Road Advisors, LLC since 2022. She previously worked at Blue Water Wealth, Inc. and has a background that includes roles outside finance, such as brand management and photography for a social media content business. Lake Road Advisors serves individual clients, including high-net-worth households, and sponsors of 401(k) plans by providing investment advisory services through third-party money managers, comprehensive financial planning, and pension consulting. The firm primarily focuses on passive investment management using index mutual funds and ETFs, emphasizing low costs, limited trading, and tax efficiency.

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner. When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind. When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you: Build a complete, well organized understanding of your financial situation Understand where your money is going and align spending to achieve your goals Invest your money wisely, understand risks, and build wealth over time Invest in your children’s future, including their education Map out a realistic and achievable plan for your current goals and retirement Follow proven methods to stay on target, with experts by your side every step of the way There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way