Guiding You On The Road To Your Financial Future
Eric Scott Financial is dedicated to giving you a roadmap to help handle whatever twists and turns life throws at you. The drive to and through your retirement years is not without challenges. You have money saved, and it needs to last a long time. Will it? We can help.
Our 5 Crossroads philosophy was developed to assist you in making sure all areas of your financial future were covered. Based on the book, written by Eric Scott Financials founder, we strive to help you find peace of mind knowing that the street-lights have been turned on, and you can clearly see the path ahead.
Retirement Guidance Tailored to Your Needs
Retirement is not a destination. Retirement is a journey. You don’t arrive at the perfect retirement. You create it.
At Eric Scott Financial, we believe that one-size does NOT fit all. Retirees today are facing important decisions that can affect their retirement lifestyle by hundreds, thousands or even tens of thousands of dollars. The majority of financial professionals want to find an already-designed retirement plan that fits you closest. We believe retirement guidance isn’t about trying to fit you into a retirement plan, it’s about designing a tailor-made retirement plan that fits your needs perfectly.
We do this using our Five Crossroads philosophy – a process we use to get to know you and your individual retirement dreams and goals, as well as your strengths and weaknesses in your current retirement plan. What are The Five Crossroads?
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The 5 Crossroads
Are you paying more than you should in taxes? Click here to find out how you can stop giving more than your fair share to Uncle Sam and put that money back in your pocket.
Do you have enough income to last until you reach your 90s? Or 100? Click here to find out how you can use your income to maintain your current lifestyle.
Are you fully aware of how much risk you’re really taking? Click here to find out your ideal investment options within your own risk comfort level.
Do you have a solid budget you can maintain after retirement? How much debt do you have? Click here to find out how you can maintain a reasonable lifestyle while still paying off your debts.
How will you be remembered after you’ve passed away? Click here to learn how you can leave behind a legacy you can be proud of.