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401(k) and 403(b) Plans

Scott delivers a total service package that addresses all the employer’s needs. Scott is a fiduciary to the 401(k) or 403(b) plan and handles all the fiduciary responsibilities: Fund selection Ongoing quarterly monitoring of funds Fee benchmarking Compliance oversight Plan design More importantly...

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...

Scott provides advice to qualified retirement plans, individuals and families, helping people to create a retirement nest egg and then manage their retirement income.