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“Teamwork is the ability to work together toward a common vision”
-Andrew Carnegie
Do you have a leader for your financial team? In a world of constant media noise and endless financial products, Scott can help you simplify the financial planning process, define your financial goals, and put a plan in place to pursue them. As part of that process, Scott will work with your other advisors (attorney, CPA, insurance agent) to coordinate your decisions and strive to create the outcome you desire.
To pursue your goals, you’ll work through a 3-step process with Scott.
Discovery – Scott will help you take inventory of your financial life and create a secure website that updates daily and helps the two of you set up and monitor your financial plan.
Solutions – You’ll receive a plan with detailed recommendations to help you pursue your goals.
Monitor – Most importantly, you’ll monitor the plan regularly with Scott to make sure you are staying on track.
Education
University of Michigan, 1993, Bachelors in Economics
Professional Registrations & Designations
Life, Accident & Health Insurance License
Series 7
Series 63
Series 65
Series 6
CFP® - Certified Financial Planner
Personal Data
Scott and his wife Jenn live in Brighton and love to be outdoors and active. Their spare time is spent traveling, at Lake Michigan, or with their two grown boys Kyle and Casey.
*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
Resources
Business Financial Questionnaire Financial Analysis - emoney