For almost two decades, Scott has assisted his clients in the areas of wealth preservation, estate planning, social security planning, federal benefits, financial risk and tax reduction, asset protection, and guaranteed retirement income. Scott’s experience includes much more than just years spent in the industry. It’s the culmination of knowledge, insight, expertise, and wisdom gained from commitment and devotion to his clients which Scott is passionate to share with Financial Advisors. After successfully growing his practice under the guidance of a Mentor, Scott relishes helping Advisors hone their processes and increase their production. Scott believes Retirement, Estate Planning, portfolio building, and tax strategies must be handled with care and takes an enthusiastic approach to help Advisors develop the confidence required to provide earnest advice on these topics.
Scott’s approach to client acquisition begins first with educating the client, then transitions to a highly systematic process, producing an end result of a positive client experience. In terms of an ideal Asset Allocation, Scott feels there is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Scott believes the unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This approach allows Scott to become a valuable asset to each and every Advisor he mentors.