Scott offers a unique 9-Box Asset Allocation Summary that you may want to consider putting yourself and your family on an organized path towards financial independence.
You can have all your family’s financial assets organized on a simple, single page with personalized quarterly advice on how to manage it.
Consider “Hatching Your 9-Box” today!
Early on, Scott found that the software tools planners use to create plans for clients can be very complex. Clients struggled to comprehend their own financial journey. He would see clients begin to ‘nod off’ when reviewing their own plans from information overload.
Therefor to simplify the data, Scott created a tool that is unique to the planning industry, “The 9-Box”.
The “9 – Box Asset Allocation Summary” was first used in 1992. It organizes all of a client’s assets, no matter where those funds are managed, on a single- page.
Anyone who “hatches” the “9-Box” system, as a financial planning tool, becomes honest to the relationship between their financial behaviors and their financial risk tolerance. It removes emotion from financial decisions. It is simple.
This “9-Box” process is hand – crafted, in- house, on a quarterly basis, from client submitted data and knowledge of what is managed by Scott’s firm. Each quarter, a personal letter is sent to clients advising them of any specific behavioral change needed to the portfolio to stay within mutually agreed risk targets. Each advisor within the firm uses the “9-Box”.
No one in the financial planning industry provides such a unique tool.
Meet with Scott soon to have your own “9-Box” created and begin to simplify your life.
We would love to speak with you.
Feel free to reach out using the below details.
Monday – Friday
8:30AM – 5:00PM
Excluding Holidays
Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through Vicus Capital Inc., a Federally Registered Investment Advisor.
Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.
This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com