Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Caring for Your Family Your Retirement An Approach Designed For You The Cost of Procrastination

WELCOME TO OUR WEBSITE

Services

We create strategies tailored to your goals.

Learn more

Independence

Without any conflicts of interest we put your needs first.

Learn more

Trust

We enjoy building trusted relationships that span generations.

Learn more

We have a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate preservation, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Our Team

Robert D. Scott, CFP®

Registered Principal

Ev Hurley

Executive Assistant, Client Relationship Manager

Jessica Scott

Assistant, Insurance Specialist