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

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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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<sup style="font-family: 'Bell MT', serif;">&#174;</sup>

Robert D. Scott, CFP®

Registered Principal

Ev Hurley

Ev Hurley

Executive Assistant, Client Relationship Manager

Ev is not registered nor affiliated with Sagepoint Financial, Inc. 

Jessica Scott

Jessica Scott

Assistant, Insurance Specialist