Are you looking for financial consulting to help you prepare in advance for retirement?
Want to preserve your retirement savings that you worked to acquire?
Need help with managing your funds during retirement to maximize what you have?
Interested in leaving a financial legacy to your children?
Scott & Associates can help. Let us take the research and concern out of how to manage your funds in retirement, so you may sit back and celebrate this joyous milestone in your life. We can show you how to generate an income for life AND bequest a legacy to your children.
To begin, Scott & Associates will determine whether or not your current strategies match your goals. Most financial advisors focus on helping you accumulate assets. We’ll help you look forward to cut future tax bills and avoid financial problems. For instance, do you have problems like phantom income taxation or other tax issues?
The wonderful benefit of our 3 Step Review is that it can help you stop your money from falling through the cracks, and it assures that any major financial decision is right for you. You’ll learn what questions to ask before making any financial decisions and identify ways to assure your choices are in your best interest.
As a Trusted Advisor, we’ll determine a strategy to help lower your taxes.
We then explain your risk exposure to ensure your investment decisions are aligned with your financial objectives.
Through an in-depth analysis, we determine if you are using your income sources correctly and whether the investment will provide adequate income for your future.
For more information on our services, contact us today for a personal consultation.