At Adam Scott & Associates, we believe that your financial future is far too important to leave to chance. We view it as our responsibility to thoroughly understand your goals and dreams, so that we can leverage our experience and expertise to help you realize them. Rather than approach your finances with an outdated transactional approach, focused on products, we serve as your comprehensive financial solutions provider, forging a deeper relationship and creating a plan that can be adjusted as needed to help you reach your unique personal goals.
Our philosophy at Adam Scott & Associates is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
SEVEN-STEP EDUCATIONAL PROCESS
1. Identify lifetime objectives & strategies
2. Understand all your options
3. Determine your risk profile
4. Build your stable allocation model
5. Optimize your investment allocations
6. Identify tax reduction and catastrophic protection strategies
7. Schedule regular periodic reviews
Adam Scott & Associates would be pleased to steer your course toward a lifetime of financial security.
Services we offer
- Traditional IRA
- Mutual Funds
- Key Person Insurance and Benefits
- Fixed Annuities
- Universal Life Insurance
- Whole Life Insurance
- 401(k) Planning
- Brokerage Accounts
- Roth IRA