About Us
YOUR TEAM
Who We Are
Most advisors are good at the numbers, but we think that’s simply a prerequisite of the job.
What separates us is decades of experience and our culture of service which starts with…listening.
Getting to know your specific needs and building an open and honest relationship is the cornerstone of our customized recommendations.
And, yes, we’re also very good at the numbers.
Team Members with an Average of 22 Years’ Experience
Every member of your Great Scott Financial team has between 12 and 33 years’ experience, with individual specializations including…
- Series 6, 7, 24, 51, 63, 65, and 66 Registrations
- Certified Financial Planner designation
- Equities Trading
- Equities Analysis
- Portfolio Construction and Management
- College Education Planning
- Retirement Planning
- Estate and Succession Planning
- Tax Strategies
- Insurance
In addition to their expertise, your team is passionate about what they do, and they
love working alongside you every step of the way, providing candid advice to help you
best navigate the road ahead.
OUR PROCESS
Advising Starts with Listening
There’s no mathematical formula for happiness. Everyone’s financial security looks different, so we first take the time to learn what wealth and security mean to you.
There’s no software that can do that. It comes from listening. And experience.
Step 1: We Listen
Understanding your needs, goals and priorities is the most important step in learning how we should best design your customized plan and help you achieve your
dreams.
Step 2: Discovery
We want to know you and, likewise, we
want you to know us and feel 100% comfortable with our team. During this phase,
we’ll carefully examine your current data
and information from every possible angle.
Step 3: Planning
Based on our learnings from Discovery,
we’ll begin to formulate recommendations
and explain the thinking behind them.
Then, together, we’ll collaboratively finalize
the strategy and plan to reach your goals.
Step 4: Execution
We’ll execute the agreed-upon plan, meet
regularly to assess any life changes, and
update the plan as needed so you stay on
track.
OUR PROCESS
Advising Starts with Listening
There’s no mathematical formula for happiness. Everyone’s financial security looks different, so we first take the time to learn what wealth and security mean to you.
There’s no software that can do that. It comes from listening. And experience.
Step 1: We Listen
Understanding your needs, goals and priorities is the most important step in learning how we should best design your customized plan and help you achieve your dreams.
Step 2: Discovery
We want to know you and, likewise, we want you to know us and feel 100% comfortable with our team. During this phase, we’ll carefully examine your current data and information from every possible angle.
Step 3: Planning
Based on our learnings from Discovery, we’ll begin to formulate recommendations and explain the thinking behind them. Then, together, we’ll collaboratively finalize the strategy and plan to reach your goals.
Step 4: Execution
We’ll execute the agreed-upon plan, meet regularly to assess any life changes, and update the plan as needed so you stay on track.