Scott entered the insurance business in 1988 and the investment business in 1989. We are proud to say Scott started his career with us and we truly appreciate our long standing association. His experience and dedication to his clients sets Scott apart. His "family first" approach to life carries over to the advice he provides his clients.
Scott understands that his client's "families come first" and bases his recommendations on the proven principles that support a financially health family. From providing insurance protection to designing an effective plan for a comfortable retirement, Scott has the tools to help anyone. If you're just starting out in your financial life or need professional advice to enhance the estate you've created, Scott's knowledge and sincere desire to help will be a breath of fresh air.
Families aren't the only ones Scott helps. Business owners and their employees can benefit from his experience and knowledge. Whether you're concerned about providing the best employee benefits (health insurance & retirement plan) or how to effectively pass your business on when you retire, Scott is a real resource.
Scott takes the time to ask the right questions to establish your needs... and then recommends the proper insurance* and investment products to address your needs. Life insurance, health insurance, long term care, and disability insurance serve specific purposes. Mutual funds, annuities, and a well designed "accumulation plan" round out Scott's product portfolio. These products, combined with Scott's knowledge, can allow for a truly "financially independent lifestyle".
* Insurance products and services offered through Solutions Insurance & Financial Services. Solutions Insurance & Financial Services is not a subsidiary of nor controlled by Cetera Wealth Partners.