Your life doesn’t conveniently fit someone else’s mould.
How could your financial plan?
How do you feel when you consider these questions about your current financial plan?
Are my objectives being listened to?
Is the advice I am being given un-biased and free of conflicts of interest?
Do I have the active support and guidance to implement my plan?
Are our plans adjusted over time for the changes in our goals, objectives, and the fluctuations in the economy?
for better decision
peace of mind
you can trust
with your financial future
I very highly recommend Scott. He can really help make sure your financial situation is on track, especially as your personal financial manager.
Scott has worked with me through different life stages, from mortgages, kids, school, to retirement and now my own consulting business.
With all the demands I have in the rest of my life, it is nice to know my finances are under such good control.
Scott is very good at making you understand the implications of your spending habits and how much you really need to retire comfortably.
It’s unique in the industry to have that level of reporting and understanding adding to your comfort level.