Optimize Your Finances Today!
Schedule An Appointment
Services
CERTIFIED FINANCIAL PLANNER™
CHARTERED LIFE UNDERWRITER ®
FINANCIAL ADVISOR
I work with you to create a portfolio perfectly tailored to your financial goals. As an independent advisor, I’m not tied to any corporate bottom line so your needs are my top and only priority. I work with a select group of families and businesses helping them manage and work towards their financial goals and objectives. Investing, protecting, retiring, and legacy. What do you want to do?
![](https://scottsplan.com/wp-content/uploads/2020/08/FP_icon.png)
financial planning
![](https://scottsplan.com/wp-content/uploads/2020/09/shittree.png)
investment
Putting your money to work for you is key to working toward your financial goals sooner and more efficiently.
![](https://scottsplan.com/wp-content/uploads/2020/08/retirement_icon.png)
Retirement
Planning for retirement early means you can maintain dignity, self respect, and financial independence.
![](https://scottsplan.com/wp-content/uploads/2020/08/legacy_icon.png)
estate planning
![](https://scottsplan.com/wp-content/uploads/2023/01/Untitled-design2-1.png)
Insurance
Life Insurance
Disability Income Insurance
Long-Term-Care Insurance
![](https://scottsplan.com/wp-content/uploads/2023/01/Untitled-design2-2.png)
Financial coaching
Budgeting
Debt Control
Escape the Paycheck to Paycheck Spiral