Scott works with individual investors on creating and implementing strategies that work toward specific goals that he sets with clients. He also works with businesses to create benefit plans for their employees. Whether planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that they love the most, Scott takes the time
to identify each goal and develop the best strategy to address it. Scott also helps business owners, executives, and retirees focus on solutions for their specific needs by working in tandem with other professionals, such as CPAs, estate planning attorneys, and life insurance specialists and agents to execute needed actions. Before working in the financial services field, Scott worked in insurance. He decided to transition to financial advising because helping with retirement planning was more enjoyable than the transactional relationships in property and casualty. Scott will listen to what your needs are and where you are in life. His top five services he provides his clients with are preparing for retirement, living in retirement, paying education, preparing for the unexpected, estate considerations. During the initial visit, Scott will ask several questions and listen to the answers and clarify them so that he can truly understand his clients’ needs and subsequent goals. Scott gets to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. Scott has been married to his wife Julie for 23 years and they have a 22-year-old son and 16-year-old daughter. To reach Scott, call (618) 345-9310 or email [email protected]. Member SIPC
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