Scott’s approach to financial planning is comprehensive. He analyzes and addresses all aspects of his clients’ financial situations. He has consistently demonstrated an ability to uncover gaps in coordination and missed opportunities. Solutions are provided by developing business continuity and business exit strategies, retirement income modeling, investment recommendations, as well as by introducing unique estate preservation and estate distribution concepts utilizing tax reduction strategies.
With over 40 years of financial planning experience, all with the same firm, Scott has earned his company’s and the industry’s highest honors. In addition to having a degree from Bradley University, Scott has earned the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Retirement Planning Counselor designations.
In describing his business philosophy, Scott states, “The foundation of my business is putting my clients’ needs first. My objective is to help my clients establish clear goals for each part of their financial lives and to provide them with an understandable and realistic plan toward achieving those goals.