“The backbone to any financial plan starts with listening.”
Brad Hayslette believes that each client is unique because each client’s financial goals are different. He also believes that personalized service is essential when matching clients with suitable financial products and services. He says professionalism and the cooperative development of unique personal goals forms the foundation of strong financial plans.
Together with his clients, Brad ensures that each financial plan reflects the life stage its owner is in—from purchasing a first home and funding a child’s college education to planning for retirement and leaving a legacy.
Brad’s proactive approach to wealth management with his clients means each and every plan is not only customized, but also continually reviewed to measure achievements against stated goals.
Brad has spent his entire career in the financial services industry, beginning in 1980 at E.F. Hutton. He currently holds his Series 7 and 63 licenses with LPL Financial, along with life and health insurance licenses in New York and Florida.
He believes in giving back to his community and is a member of the Hadley Luzerne Lions Club, serving as liaison to the Double H Ranch in Lake Luzerne.
Brad enjoys spending time with his wife, Francine, and their two daughters, Kristina and Rachel.