Eric Scott specialize in estate planning for all sizes of estates; large and small. Eric helps his clients avoid paying unnecessary taxes – such as income taxes, social security taxes, capital gain taxes, estate taxes and securities. He specializes in IRAs, helping his clients save hundreds of thousands of dollars in distributions to them and their children. His experience, integrity, and commitment to client satisfaction enable him to evaluate each client’s needs and desires and then formulate a strategy to achieve realistic financial objectives.

Eric receives continual education, which keeps him up to date on all laws and financial information that could affect his clients’ assets.

1. RETIREMENT ACCOUNTS TAX MANAGEMENT
Often your largest tax liability, we evaluate options for tax-advantage distributions strategies.
 
2. RETIREMENT INCOME MANAGEMENT
Provide you options for guarantee income that increases over time while protecting your principle.
 
3. INCOME TAX MANAGEMENT
First time and annual evaluations of your income tax return to ensure you are taking advantage of all the opportunities available to reduce your tax liabilities.
 
4. PORTFOLIO INVESTMENT MANAGEMENT
We design a portfolio unique to your needs and circumstances in order to match your investment goals.
 
5. DISTRIBUTION PLANNING
Strategies that help you structure the distribution of your assets in the most tax-efficient way.

Investment Advisory Services offered through Brookstone Capital management LLC, an SEC Registered Investment Advisor.