You need a financial strategy that can survive life’s what-ifs

Let’s talk about streams of income you can count on throughout retirement.

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MEET YOUR GUIDE

Bill Scott Founder & President

In 2001, Bill developed a severe, yearslong illness that left him exhausted physically, mentally and financially. When he finally returned to work, Bill longed to help his clients make a smoother transition into retirement — and prepare for the unexpected.

“I had to learn new strategies and investments to provide retirees with income for 20 to 30 years,” Bill says. “What I learned is that people need a specialist in retirement income planning to ensure they are able to take care of themselves, their surviving spouse and children over their lifetime.”

Schedule a 15-minute strategy session with Bill now.

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Let's plan a future you love with our

I H.E.A.R.T. Retirement Planning process

Scott & Associates makes it easy to bring the different pieces of your financial life into a holistic retirement strategy:

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How To Get Started

3 Easy Steps

DISCOVER Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

EVALUATE Using our I H.E.A.R.T. Retirement process, we’ll examine your current financial situation and determine your retirement needs.

PLAN Receive a custom strategy designed to help you reach your unique retirement goals.

Book your 15-minute strategy session now!

READ MORE ABOUT

Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning
IRA Legacy Planning
Tax-Efficient
Strategies
Tax-Efficient Strategies
Wealth Management
Wealth Management
Retirement Income Strategies
Retirement Income Strategies
Asset Protection Strategies
Asset Protection Strategies
IRA-401(k) Rollovers
IRA-401(k) Rollovers
Investments
Investments
Annuities
Annuities
IRA Legacy
Planning
IRA Legacy Planning
Tax-Efficient
Strategies
Tax-Efficient Strategies
Wealth Management
Wealth Management
Retirement Income Strategies
Retirement Income Strategies
Asset Protection Strategies
Asset Protection Strategies
IRA-401(k) Rollovers
IRA-401(k) Rollovers
Investments
Investments
Annuities
Annuities

Educational Workshops

Bill hosts educational workshops and webinars that cover topics including maximizing Social Security, tax reduction and more…

Complimentary e-book:

Feeling a bit uneasy about leaving
your steady paycheck behind?

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Rising interest rates. Inflation. Market volatility. When it comes to your retirement income, there are several uncontrollable factors that could upset your desired lifestyle. Download this 8-page guide and discover:

  • Why traditional asset allocation strategies may no longer suffice
  • Why bonds aren’t the risk-free investment most believe them to be
  • Alternate ways of generating retirement income – for life

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC-insured.

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