ETS Wealth Management

09/03/2026

Thinking about retirement but not sure you’re on track? Start with these five checkpoints. Save this for the next time you’re reviewing your plan or send it to someone who keeps putting it off.

09/01/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

08/31/2026

Is it time to take a new look at your risk tolerance? Our Color of Money Risk Analysis (COMRA) is an 11-question snapshot of your views about financial risk. Even if you’ve taken it before, there are factors that may change your perspective! It’s time to reset and move forward. Take the Color of Money Risk Analysis now: https://thefinancialhq.com/ets

08/28/2026

Here's some retirement savings withdrawal strategies that could potentially help reduce taxes and penalties.

Here's how to withdraw retirement savings and reduce taxes and penalties.

08/26/2026

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.
Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.
Let's review your financial plan and get you ready for the next round.

08/24/2026

10 Reasons to Save for Retirement in a Roth IRA.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

08/21/2026

We at ETS Wealth Management are driven to provide the families and businesses we serve with a financial road map that helps them protect their future. Our customized financial plans help individuals, families and businesses more confidently navigate today’s complex financial world.

08/19/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

08/17/2026

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future. Do you know the size of your potential tax bill? Find out in 3 easy steps: https://retirementtaxbill.com/?u=eWluTktzVkdtUlpNTG9KSE9FMCtTQT09&fbclid=IwAR2w7z9LBypVhWO14ejEy1RN6SD4Z-153hnL_aHCZWlFDTXGEtVdc5WWlzQ

08/14/2026

Super proud of you, Chris. Keep up the great work.!!

Dear ETS Client Family,
I'm excited to share some great news with you! After years of outstanding leadership and unwavering commitment to our clients, Chris Bach has been promoted to President & CEO of ETS Wealth Management.

Chris has earned the trust and respect of our team through his integrity, servant leadership, and passion for helping families retire with confidence. He has been instrumental in our firm's growth, and I have complete confidence in his ability to lead ETS into its next chapter.

As part of this transition, I will assume the role of Founder & Chairman, where I will continue providing strategic leadership, guiding our long-term vision, and remaining actively involved with our clients and investment philosophy. Chris will oversee the day-to-day operations of the firm, ensuring the personalized service and values you've come to expect remain stronger than ever.

This transition has been carefully planned and reflects our commitment to building a firm that will serve generations of families for decades to come.
Please join me in congratulating Chris on this well-deserved promotion. Melissa and I couldn't be more excited about the future of ETS Wealth Management, and we're grateful for the trust you've placed in our team.

With gratitude,
Eric Scoggins, CFP®
Founder & Chairman
ETS Wealth Management