Join Our Team

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. See if you’re right for us!

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.

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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