Schott Financial Management

Schott Financial Management Schott Financial Management is a 3rd generational, family-owned financial firm located in Prescott, AZ. We Manage Investment Plans of all Sizes. IRA Rollovers.

We provide the highest level of customer service backed by over 50 years of experience. Life Insurance / Annuities. Portfolio Analysis. Retirement Plans. Tax Strategies. Estate Planning. 529 Plans. Our Policy: https://schottfinancialmanagement.com/disclaimer/

Many families begin thinking about college long before a student submits their first application. As education costs con...
07/10/2026

Many families begin thinking about college long before a student submits their first application. As education costs continue to evolve, having a strategy in place can help provide flexibility when the time comes to pursue higher education opportunities.

Whether you’re planning for children, grandchildren, or future generations, starting the conversation early can help create additional options down the road. Every family’s goals and circumstances are different, which is why it’s important to explore planning opportunities that align with your overall financial picture.
Preparing for future education expenses isn’t just about saving money—it’s about creating opportunities and helping loved ones pursue their dreams with confidence.

For more information, call 928-776-1031 or visit SchottFinancialManagement.com.
Disclaimer: https://schottfinancialmanagement.com/disclaimer/

Happy Independence Day from Schott Financial Management! ❤️🤍💙Today we celebrate the freedoms that make our nation strong...
07/04/2026

Happy Independence Day from Schott Financial Management! ❤️🤍💙

Today we celebrate the freedoms that make our nation strong and honor those who have sacrificed to protect them.

As you enjoy time with family, friends, and loved ones, we wish you a safe, joyful, and memorable Fourth of July.

Thank you for trusting Schott Financial Management to help you plan for your future. Here’s to freedom, opportunity, and the American dream.

🇺🇸 Happy 4th of July!

Saving for education can feel overwhelming without a clear plan. A 529 plan offers tax-advantaged growth to help prepare...
06/30/2026

Saving for education can feel overwhelming without a clear plan. A 529 plan offers tax-advantaged growth to help prepare for future tuition and expenses. The earlier you start, the more time your investments have to grow. Contact us today to learn how a 529 plan can support your goals. 928-776-1031 or visit our website for more info schottfinancialmanagement.com

Disclaimer - https://schottfinancialmanagement.com/disclaimer/

We are incredibly honored at Schott Financial Management to share that our very own Steve Schott has been featured in th...
06/10/2026

We are incredibly honored at Schott Financial Management to share that our very own Steve Schott has been featured in the Prescott Living Magazine Men of Vision – June Edition!

This recognition reflects Steve’s dedication, leadership, and commitment to helping individuals and families plan confidently for their financial futures. We are proud to see his hard work and passion for serving our community highlighted among other inspiring leaders making a difference in the Prescott area.

Congratulations, Steve, on this well-deserved recognition! Be sure to pick up the June edition of Prescott Living Magazine and learn more about the vision, values, and leadership that continue to drive Schott Financial Management forward.

Financial clarity starts with a solid investment plan. We take the time to understand your needs and create strategies d...
05/28/2026

Financial clarity starts with a solid investment plan. We take the time to understand your needs and create strategies designed for long-term success. Our team is here to guide you through every stage of your financial journey. Reach out today to get started. 928-776-1031 or visit our website for more info schottfinancialmanagement.com

Disclaimer - https://schottfinancialmanagement.com/disclaimer/

A 529 plan is a powerful way to invest in a child’s future education. These plans offer tax advantages while helping you...
05/26/2026

A 529 plan is a powerful way to invest in a child’s future education. These plans offer tax advantages while helping your savings grow over time. Starting early can make a significant difference in covering future education costs. Contact us today to learn how to get started with a 529 plan. Contact us today at 928-776-1031 or visit our website for more info schottfinancialmanagement.com

Disclaimer - https://schottfinancialmanagement.com/disclaimer/

IncomeForLife SecureYourFuture PlanForTomorrow PrescottAZ SedonaBiz

Investing isn’t just about numbers—it’s about understanding the bigger picture.True wealth growth comes from knowing how...
03/30/2026

Investing isn’t just about numbers—it’s about understanding the bigger picture.
True wealth growth comes from knowing how key factors like diversification, time, and yield all work together. Diversification helps spread risk across different investments, time allows your money to grow and compound, and yield contributes to consistent returns along the way. When these elements are aligned with your personal goals, your strategy becomes stronger and more resilient.
Contact us today at 928-776-1031 or visit our website for more info schottfinancialmanagement.com

Disclaimer - https://schottfinancialmanagement.com/disclaimer/

Address

Prescott, AZ
86305

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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