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scott financial group

  • Education
  • Home of Ohio Pension Advisors
  • Comprehensive Financial Planning
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Schedule an appointment

We're here for you. Comprehensive financial planning tailored to your needs.

Monthly virtual educational workshops & quarterly educational workshops held at the Grove City Library. Check out our calendar of events below to register.
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Scott Financial Group is an Ohio based financial advisor who blends expert level experience with a warm smile and a personal touch.

Our mission is to help individuals bring all aspects of their financial life together, showing our clients a picture of how they can have a successful retirement while minimizing their exposure to unforeseen risks. The firm works with clients throughout their retirement, helping them address many issues spanning many years.

Education

Education is vital to a successful retirement. It is our goal to provide individuals with the information necessary to make the best decisions for their unique situation. During the education process, individuals learn their risk score, draw-down potential and annual withdrawal rate. This information will be used to evaluate their current financial position as we develop their financial plan.

plan development

Our retirement plans address the risks retirees face while striving to offer solutions that will help with adequate protection should those risks occur. We provide each individual with a “Retirement Blueprint” which outlines their retirement, including goals, concerns, income and expenses. The Retirement Blueprint paints a clear picture of an individual’s current and future financial positions and leads to discussions on how to proceed most efficiently.

implementation

The implementation process consists of five “Planning Pillars”, which include risk management, income planning, wealth advisory, tax planning and estate planning. Each Planning Pillar has a specific role in building a solid foundation for an individual’s retirement and is addressed with the appropriate professional. We partner with CPAs, attorneys and insurance providers to help ensure that we implement the best strategies for each client.

We provide comprehensive financial planning which addresses the five pillars of retirement. Our mission is to try to provide our clients with confidence about retirement, knowing that every aspect of their financial life has been planned for in advance.

A Financial Advisor

Who Works for YOU

“Scott Financial Group was created from a desire to provide individuals with the information and assistance necessary to help achieve their financial goals. It is my goal to become a lifelong resource for each and every client”.

Curt Scott has more than 20 years of experience in the financial services industry, and has been a financial advisor since 2009. He founded Scott Financial Group because he wanted the freedom to do what was in his clients’ best interests. In the past, he had experienced a financial organization’s pressure to “follow the corporate agenda” to maximize stakeholders’ interests rather than clients’ interests.

Curt’s mission for Scott Financial Group is to help individuals bring all aspects of their financial life together, showing his clients a picture of how they can have a successful retirement while minimizing their exposure to unforeseen risks. The firm works with clients throughout their retirement, helping them address many issues spanning many years. Curt also founded and runs Scott Financial Group’s sister company, Ohio Pension Advisors, working with the members of the five pension plans run by the state of Ohio.

 
meet curt scott

Looking for a financial advisor to work with? Or you just want a second opinion about your existing plan? We are a holistic retirement planning company that can help meet your retirement needs.

Retirement Income Planning

Wealth Management

Tax Planning

Estate Planning

Asset Protection

Our retirement asset allocation plan has proven to be opportunistic in favorable market conditions and defensive when the market is unstable. As a fiduciary and an independent financial advisor not beholden to any one brand, we offer many strategies from a large universe of financial companies.

more about oPA

Ohio Pension Advisors

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At Ohio Pension Advisors, we believe decisions made at retirement require the proper amount of time and information to ensure that a retiree makes the best decision for their specific situation.
Ohio Pension Advisors was formed out of a need to better educate members of Ohio’s Five State Pension Plans about retirement. Studies show that many pension plan members work 25-35 years but only make retirement decisions two to four months before retiring, during a 30-minute meeting! Most of these decisions cannot be changed and members are left to deal with incorrect choices for the rest of their lives.

let us help you with your financial plan

Give us a call at (614) 808-3391

schedule an appointment

Are you ready to take the next step towards your financial future?

We offer a complimentary, no cost review of your financial situation. For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
attend a complimentary event
meet our professionals
(614) 808-3391
Appointment
  • Education
  • Home of Ohio Pension Advisors
  • Comprehensive Financial Planning

We're here for you. Comprehensive financial planning tailored to your needs.
free financial planning consult

Locate

3989 Broadway
Grove City
Ohio, 45601
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© 2024 Scott Financial Group | All Rights Reserved

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Scott Financial Group, Home of Ohio Pension Advisors are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Curt Scott and/or Scott Financial Group are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Insurance and annuity products are not sold through Virtue Capital Management, LLC (“VCM”). VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Any guarantees mentioned are backed by the financial strength and claims paying ability of the issuing insurance company.

Have You Ran An IRMAA Social Security Stress Test?

IRMAA applies to both Medicare Parts B & D. If you’re hit with IRMAA, you’ll pay a higher monthly premium for these parts of Medicare. The surcharge is based on a sliding scale – the more you make, the more you pay. Book your complimentary IRMAA Consultation now to estimate how IRMAA can significantly reduce your Social Security Net Benefit in retirement

Book Your complimentary IRMAA Consultation

By booking your free consult, you get access to our planning knowledgebase
Get Your FREE IRMAA Stress Test
Work with us to run your free Medicare and Social Security Stress Test to estimate your IRMAA exposure.
Easily Identify Problem Areas
Once we identify your IRMAA exposure, we can then identify potential avenues to mitigate IRMAA and insulate your retirement plan.

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