Scott Financial Group

Why Scott Financial Group?

Expertise, Trust, and Personalized Service

Choosing Scott Financial Group for your financial needs means selecting a committed partner who prioritizes you, not just your finances. At Scott Financial Group, we stand by our dedication to education and comprehensive solutions through all retirement, financial and estate planning. With a team composed of professionals from varied backgrounds, we guarantee an impartial and thorough approach, custom-tailored to your individual needs.

Tactical Asset Management

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.

Fiduciary Standard

As a fiduciary and an independent financial advisor not beholden to any one brand, Scott Financial Group offers many strategies from a large universe of financial companies.

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.

Teamwork delivers results

Scott Financial Group has a team of CPAs and estate attorneys to ensure proper planning and execution of all strategies presented to our clients. If you already have a CPA or attorney, no problem, we can work with them to implement plans.

is with you for life.

We stay connected via phone calls and emails, and we conduct annual in-person reviews.

As you go through your life journey and progress through your retirement, your family members may change, requiring updates in your financial plan, estate documents and beneficiary designations.

let us help you with your financial plan

Give us a call at (614) 808-3391

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.

Why Scott Financial Group?

Expertise, Trust, and Personalized Service

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Tactical Asset Management

Fiduciary Standard

Teamwork delivers results