Helping to Build, Protect & Preserve your assets.
Adam Scott & Associates goal is to help you to steer your course toward a lifetime of financial security. Helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health care planning, and maximizing social security payout.
We know that managing social security, long-term care insurance, estate planning, investment advisors, accountants and bankers takes a lot of work and we want to partner with you so that you do not have to go it alone.
Call us today so you can get the best assistance in making your strategic financial decisions so that you and your heirs meet your goals.