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Scott’s Story

For 20+ years I put mine and my clients’ money into mutual funds. The risk and uncertainty is a constant stress. In 2002 then again in 2008 markets lost about half their value. Were you stressed out and frustrated? I was! My mentors sang the tune…” you’re in it for the long haul.” Have you heard that before? Five years ago, I committed to find a more certain, predictable, and safe way to build wealth before the next drop which we just experienced

I found it. Now, I concentrate on protecting wealth and teaching you how to have certainty regardless of what happens that can derail or delay your long-term planning. What happens when you lose your job, get sick, get sued, live too long, die too soon, pay higher taxes, economic collapse (where will today’s reality end?), markets crash, and government rules change? We position you to not only know it will happen, but also take full advantage of it. This is security and peace of mind. You can have it.

My passion is helping people like you safely create wealth and achieve more financial success.

Let Scott help you like he’s helped countless people

Common Misconceptions When Building Wealth:

  • You have to change your lifestyle to save money.
  • You need to rely on things out of your control like the market.
  • You need to take big risks to get big results.

These are just some of the reasons people have for why they aren’t able to build wealth and reach their financial goals.

It’s time for this to stop.

What’s your number? The mainstream financial media want you to believe “everyone has a number”. I don’t believe that. Why? Because we truly don’t know! How long will you live? What will your rate of return be? What will inflation be? What will taxes be? How much will health care cost? Will you receive social benefits like Old Age Security? How do you know a number without knowing these answers? There are far too many ifs, whats, hows in this process. Hope is NOT a strategy. It’s time for a new way of thinking…what if there was a way to safely remove these questions from your planning?

Sign up for this FREE webinar with Scott if you haven’t already, so he can help you reach your goals.

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“Take the time to chat  with Scott and you will be surprised how he thinks outside the box.”

Joanne Pullin

“Scott helped me find the right investment that works for me anda he has been very helpful in finding ways to save on taxes  through my business. I would recommend him to anyone”

Brian S.

“Scott was very knowledgeable and in tune to our specific financial needs and goals. I would strongly recommend Scott to anyone who is looking for the best place to foster and grow wealth”

Scott L.

“My wife and i own a small business and we are in our early fifties. We were introduced to Scott after sharing with a friend our frustrations over concerns about retirement saving and how much money we pay in taxes. Scott introduced us to a financial vehicle that provides predictable tax free returns using whole life insurance with a focus on living benefits. Our goal is to use wealth created in the policy as our bank where we borrow against it for investment and living expenses. We then have control on repayment terms and we are actually paying ourselves back. In our situation we were able to have a bank pay for the policy and our current expense is the monthly interest. With the uncertainty in the world these days we feel very fortunate to have put this strategy in place”

Doug M.

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