We help you prepare for
life’s what-ifs
We use our custom I H.E.A.R.T. Retirement process to delve into
the dreams you have for your future and we make sure you’re covered
for whatever life throws at you.
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:
We offer services in
these three areas:
We can also refer you to professionals who provide the following services:
- Estate Planning
- Trusts
- Probate
- Charitable Giving
- Tax Planning
- Estate Planning
- Trusts
- Probate
- Charitable Giving
- Tax Planning