Services

Personal budgeting is very important, we will help implement
           and monitor a personal and/or business budget

By completing this form we will contact you to schedule a no-obligation one-on-one free consultation to complete your FINANCIAL ROADMAP. Click Here

Comprehensive Financial Planning

Mapping your Financial Future

Design a Financial Plan just for you which includes analysis of Budget and Cash Flow Enchancements, Business Planning, Insurance Planning, Investment Planning, Tax Planning, Retirement Planning, Social Security Planning and Estate and Wealth Planning.

The key is to not perceive budgeting as limiting the spending that one enjoys but rather an opportunity to recognize and eliminate the expenditures that one neither enjoys nor requires.

Tax Planning

Our team is comprised of of a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, an attorney with Master’s in Taxation, and various CPA’s that will help minimize personal and business taxes. We have the flexibility to use a variety of resources depending upon the specific needs of a business or individual. Having been a commercial property developer, and owner and operator of various businesses with as many as 105 employees, Scott truly understands what it takes to run a successful business.

Financial Roadmap

Determine "What is important to You?"

Balancing your financial goals and making the financial choices according to those values is at the heart of a great financial life plan.  Financial woes often come, not for lack of income, but for failure to live according to one's desired values.  There is no dollar value on peace of mind.

Scott will help you discover your core values so it is easier to make decisions that are consistent with your core values so you can pursue your Personal Financial Goal Milestones that require time and money.

 

 

Our Mission: To provide you with a unique experience that accomplishes two things:

  • Enables you to be crystal clear about those things that are most important to you.
  • Gives you tremendous confidence in knowing you are making smart choices with your money and seeing the impact of those choices on a regular basis.