This is my first post on Scott Financial. I am excited to launch my tax and investment firm. Well...I have actually been practicing a long time so this really isn't a "launch." It is me just adding my tax practice to my investment firm.
I was passionate about adding tax services to my existing wealth management practice. Being able to incorporate tax and accounting services with wealth management provides a different level of value to clients.
Parlay this with my understanding of estate planning (Yourefolio) and how that planning affects every individual in a different way, I am able to offer a complete suite of services that other financial advisors cannot do on their own. Most have a team approach which is often disconnected.
Thank you for reading and your interest in Scott Financial. I am excited to work with you in the future.
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