"Securing your future, one asset at a time!"
Welcome to Adam Scott & Associates - Here at our firm, we prioritize your financial future. Our wide range of services is carefully crafted to offer you custom solutions that will set the foundation for a stable and successful retirement. Whether it's creating personalized wealth management strategies or planning for retirement income, our team of professionals is committed to assisting you at every step of your financial path.
Custom Financial Portfolio
Develop and implement customized financial strategies
for high-net-worth clients, addressing their investment,
retirement, estate, and tax planning needs.
Social Security Planning
Provide comprehensive Social Security
optimization strategies to maximize retirement
benefits and minimize tax liabilities.
Services we offer
Retirement Accounts:
Traditional IRA’s
457, 403b,401k Management
Work place rollovers
Brokerage Accounts
2. Investment Options:
Roth IRA
Income planning
Stocks
Bonds
Mutual Funds
Annuities
3: Insurance Products:
Universal Life Insurance
Whole Life Insurance
Long term care insurance