Our Services

Scott Financial Services is an advocate of choices / options. Our clients are not limited to one type of product, service or company. Scott Financial Services has access to some of the leading companies in the financial services and insurance industry.  

 

 

Asset Management

  • Investment Advisory Services
  • Financial Planning & Goal Setting
  • Investment & Asset Allocation Strategies
  • IRAs
  • 401 K Retirement Plan Rollovers
  • Mutual Funds
  • Variable Annuities
  • Fixed & Indexed Annuities
  • 529 College Savings Plans
  • Charitable Strategies
  • Gifting Strategies

Asset Protection

  • Disability Insurance
  • Long Term Care Insurance
  • Assisted Living Care Insurance
  • Life Insurance (Term, Variable Universal Life, Whole Life)
  • Long Term Care & Estate Planning

Expense Management

  • Budgeting
  • Debt Management & Consolidation

Network of Professional Resources