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"Clients want to sit across the desk from someone who is just as good at their job as the clients are at theirs. I try to instill that confidence by focusing on clients’ needs and solutions by taking a professional approach to planning."
Scott helps clients achieve financial wellness by keying in on their short- and long-term goals. Rather than being product-focused, Scott puts planning first and arrives at solutions based on what is most important to his clients. Scott relies on his expertise as a Certified Financial Planner® (CFP) to provide clients with a roadmap to achieve their objectives, while continuing to work with them throughout the process to ensure they stay on course.
Scott takes pride in ensuring clients are educated in all areas of their financial future so they are able to make informed decisions. "Working with a team of experts focused on areas such as investments, insurance**, estate planning and business, enables us to provide each individual with the right advice for their unique situation. This helps form the blueprint for future financial success."
Scott will work with you to develop your comprehensive LifeSpring® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).
† Mutual funds are offered through Credential Asset Management Inc.
Insurance services provided by BlueShore Wealth.