I am a Boomer and Mid-life Liberator giving wings of freedom to those who are preparing to emerge from their nest eggs, take a breath of post career fresh air, and live the life of their dreams.
For over 27 years I have been helping people make successful transitions. It all began in 1979 with Control Data Corporation as it downsized from 50,000 to 9,000 employees. As the head of the financial counseling and planning department, I helped countless employees and their families transition to retirement, their next job, and to startups with their next business. I launched my own part-time financial practice in 1989. In 1987 I completed a Masters Degree in Family Social Science and the CERTIFIED FINANCIAL PLANNER™ designation in 1991. I tried out my own wings of freedom in 1995, left the corporation to build my own financial planning practice full time, and have never looked back.
Scott Simpson, M.A., CFP®
Services
Are you looking to make a shift, or transition into your next career or post career endeavor?
I spend time listening intently and with interest to you.
I ask what you most want to create and for the vision you most want to realize.
I fashion a written plan that reflects your most earnest desires
I consult, depending on your needs, with a team of financial planners, researchers, accountants, and lawyers to enhance and contribute to your plan.
I believe in a holistic approach and cover all the bases: retirement, investment, tax, insurance, education, estate and wealth transfer planning.
I meet regularly with you and work together with you to make sure your plan is implemented.
I monitor your plan, recommend changes and implement changes as circumstances, needs, and environments change.
My Mission is to Inspire, Encourage, and Celebrate.
It is my desire to Inspire my clients to create their vision with purpose and passion.
It is my joy to Encourage my clients earnest steps of progress.
Most of all, I want to Celebrate my client’s success as each step is completed.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
