PMM Financial Group
Scott takes a holistic and hands on approach to his client's financial dreams and goals, not only helping them plan to get there but also striving to help every step of the way. He believes that fully understanding and taking into consideration a client's entire situation is the best start to putting together a plan that is designed to take them where they want to go. As a CRPC (Chartered Retirement Planning Counselor) Scott focuses not only saving for retirement but how to create an income stream to help his clients enjoy life rather than be forced to go back to work.
Scott works with both just starting and mature clients to plan for many other goals, such as education, job transition, putting together a budget, and saving for shorter-term goals. He has specific experience working with the LGBT community, and helping small to mid-sized businesses with benefits and retirement plans.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.
PMM Financial Group is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only. 08/18