At Great Scott Financial Services, you are the focal point of the financial planning process. We take the time to talk about the things that are important to you, identifying your financial goals along the way, and design a plan to help you accomplish your objectives.
We specialize in the delivery of the fundamental services that support the achievement of your goals, including investment strategies, estate planning, insurance analysis, and tax management. Depending upon your unique requirements, your custom financial plan may integrate the use of mutual funds, closed-end funds, ETFs, individual stocks, annuities, and short and long-term insurance products.
We proudly offer our clients the choice of two service approaches:
- A commission-based approach, in which compensation is based upon the transacted security product, or
- A fee-based approach, in which a monthly fee is charged based on the assets under management within a managed account.
Regular account reviews are critical to assess the performance of your financial plan, address life-changing events, and make any necessary adjustments.
We recommend, at a minimum, an annual discussion to reevaluate your risk tolerance and examine market conditions as a continuation of our focus on providing you with appropriate financial solutions to help your long-term objectives.
To schedule a video conference, call us at 610-625-2777 to arrange a meeting.
We can also arrange a video conference through GoToMeeting during normal business hours.