Haley Hazem, Wealth Advisor

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Haley Hazem, Wealth Advisor

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I’m a wealth advisor, at Skybound Wealth, who is able to give my clients true fiduciary management and access to more options that fit their specific need: Retirement Planning, Tax Efficiency, Cash Flow, College Savings, Estate Planning, and Protection. NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are su

bject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

07/16/2026

Posts like this bring up a lot of emotions because many people are carrying financial stress right now.

You don’t have to navigate your financial journey alone. Reviewing where you are, understanding your options, and aligning your plan with your goals can bring clarity and confidence in uncertain times.

Reach out if you need guidance or want to make sure you’re on the right path.

~Your Favorite Advisor, Haley ☺️

07/13/2026

✨ NEW TRUMP ACCOUNTS FOR KIDS ✨

A new type of investment account is available for children under 18.

👶 Kids born January 1, 2025 through December 31, 2028 are eligible to receive a one-time $1,000 government contribution into a Trump Account. (Children born before those dates don’t receive the $1,000, but they can still have an account opened for them.)

💰 Families can contribute up to $5,000 after-tax, per year, per child.

📈 The money can grow tax-deferred, giving kids a head start on saving for their future. And converts to a traditional IRA at age 18.

If you have a baby born during the eligible years, don’t miss out on the $1,000 contribution! ☺️

~Your Favorite Advisor, Haley

07/02/2026

The market isn’t happy we got a RED CARD yesterday ⚽️ and neither am I! 🤣😅 but a win is a win 💪🏻

Go USA! 🇺🇸

06/30/2026

✨Must Read✨

What YOU decide matters. Always speak with a professional before making rash decisions.

It’s THAT important.

~Your Favorite Advisor, Haley ☺️

06/29/2026

I get asked this question all the time!

An Individual Retirement Account (IRA) may be a great fit if you:

• Have earned income and want to save for retirement outside of your employer’s plan (or do not have an employer plan)
• Are already maxing out your 401(k) or 403(b) and want to save even more
• Want access to a wider range of investment options
• Are approaching retirement or already retired and want more flexibility when taking distributions

Roth IRAs can also be a great option for:

• Those whose employer plan doesn’t offer a Roth contribution option
• Those who qualify based on income (or use a backdoor Roth strategy, if appropriate)
• Anyone looking to convert pre-tax retirement dollars to Roth as part of a long-term tax strategy

Everyone’s situation is different, so the best option depends on your goals, income, and tax situation.

Feel free to reach out if you’d like to discuss which retirement account makes the most sense for you! 😊

~Your favorite advisor, Haley

06/26/2026

✨Financial Goals✨

Everyone has a different goal: pay off debt, save for retirement, tax efficiency, estate planning for beneficiaries, etc.

But not everyone has a plan.

I’ve yet to meet someone who reached a goal without planning…

Let’s get started! I’m back in the States! ☺️

~Your Favorite Advisor, Haley
Skybound Wealth USA

06/11/2026

I’ve been a tad absent because your advisor has been visiting Egypt again!

That didn’t stop me from video chatting with some of you… just 8 hours ahead 😂😅

Where are you headed this summer?

06/09/2026

✨Popular Question✨

Many factors need to be considered before that can be answered. And no, it’s not the same answer for each client! It depends on your current situation and where you’re headed.

My recommendation is always the one that leaves more money in your pocket. 😊

~Your Favorite Advisor, Haley
Skybound Wealth USA

05/25/2026

Remembering our heroes..

05/22/2026

I LOVE my clients… thank you so much, Ann!

🥰♥️

Address

Metcalf/135th Street
Overland Park, KS
66211

Website

https://www.skyboundwealthusa.com/meet-the-team/haley-hazem

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