Broker Check

Attention To Your Needs

Putting Your best interests first

photo-page3-01Some people just have a way of making you feel at home. Their demeanor, their level of interest in your life, and the time they take all add up to someone you can trust.

Scott has helped people plan financial futures for over 20 years, and has earned the trust and appreciation of his clients. He cares about their families, their dreams and their needs - these are the factors that compel him to plan so specifically for his clients.

Just as he has helped them, he can help you. Scott is an independent advisor, which means he can recommend comprehensive financial strategies without interference from a big brokerage firm.

Looking out for you

Financial planning is never simply an "event", but a relationship. After designing and implementing a customized retirement plan for you, Scott will help you keep track of your financial progress with regularly scheduled reviews. If you need to adjust your plan to generate more income or accept less risk, Scott will arrange the modifications.

Objectivity is so important in retirement planning. You need that second set of eyes to take a look and tell you how prepared you really are. Scott can give you that level of candor and tell you what income and risk management options you have.

If you'd like to retire with more financial confidence and less financial ambiguity,  introduce yourself to Scott Smith today.