Scott has been in the financial industry for 22 years, and specializes in financial education, retirement planning and estate planning. For over 15 years he has taught continuing education classes through local colleges and corporations and has helped thousands of individuals with their retirement concerns. He was educated at Gustavus Adolphus College in biology and economics, and in 1994 earned the CFP® designation from the College of Financial Planning in Denver Colorado.
Services & Client Experience
As an independent financial advisor, I specialize in working with individuals who are approaching retirement age or are already retired and are in need of comprehensive solutions to help reduce risk and to help produce retirement income. I accomplish this through a comprehensive financial planning process that addresses the following areas.
- Asset Management and Rebalancing
- Retirement Plan Distributions
- Portfolio Income Generation
- Tax Reduction Strategies
- Estate Planning and Wealth Transfer
- Elder Care
Once I clearly understand my client’s goals, objectives, risk tolerance and timeframe, I implement strategies to help them reach their goals safely and efficiently. Every six months I conduct a comprehensive account review and each year we update their financial plan to monitor their progress towards their goals.