There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Retirement planning
  • Qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • Employee Pension Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

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
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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
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