401(k) and 403(b) Plans
Scott delivers a total service package that addresses all the employer’s needs. 401(k) and 403(b) plans require a great deal of time, attention and expertise. More than employers have. But they are required to meet their legal fiduciary obligations. Scott is a fiduciary to the 401(k) or 403(b) plan...
Individual Investors
Scott is a fiduciary to individual investors, working solely in their best interest, free from conflict of interest providing highly individualized advice on a going basis. For Scott the relationship is the most important component. He meets with investors to discuss all aspects of their current...
