Scott stillman, CFP®, CLU®


“I use my knowledge, experience, and wisdom to help bring the future into the present so that you can make educated decisions to maintain dignity, self respect, and financial independence.”

01. Plan

You currently have a plan but is it leading you to where you want to go?

02. Protect

Are you prepared for when Murphy strikes? The best plans can be destroyed if you are not prepared.

03. invest

I can do business with thousands of different money managers. My investment policy, developed over the past 20+ years, limits the managers/products I will even consider.

Investment Policy Statement

 &Scott Stillman, CFP®, CLU

Scott is the founder and owner of a Financial Planning Firm through LPL Financial. Scott started in the industry in 2000 and holds two advanced designations:

CFP®. As a Certified Financial Planner™ Scott specializes in retirement planning and comprehensive wealth management for a select group of families, individuals, and businesses, helping them manage and work towards their long-term financial goals and objectives.

CLU®. A Chartered Life Underwriter with The American College of Financial Services, the insurance profession’s oldest standard of excellence. The Chartered Life Underwriter® provides the deepest education in advanced insurance planning in the profession.

Scott is K-1 Class of ’94 Texas A&M University & US Army Combat Engineer. Scott is the past President and Foundation Board member with the Seabrook Rotary Club.  Scott is also a Board Member for the Clear Lake Area Chamber of Commerce. Scott has lived in the Clear Lake area for 16 years with his wife Jennifer and their dog, Skipper. Scott enjoys boating, sailing, and traveling.

Optimize Your Finances Today!

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1500 Marina Bay Dr #1441
Dock 2, Bldg. 104
Clear Lake Shores, TX 77565


Office: (281) 409-3645
Fax: (888) 416-6214