Menu
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.
How Big Are You? When Scott asks a client how big are they, he isn’t asking about physical size. He is asking about the size of one’s estate and the ability to ”live off that pile” and never run out of money.
What is Financial Planning and how does it differ from other planning concepts listed in our menu of services? Scott would say financial planning is the most comprehensive, holistic, all-encompassing service of all.
Scott believes wealth management drills down into the broader holistic financial plan and brings focus to those aspects of life that build, preserve and distribute wealth.
How many close family estates does an average client settle in a lifetime? Hopefully not many at all. But as a planning firm that started in 1987, Scott has had to handle plenty.
What is The Legacy of Love? Another completely unique planning tool Scott developed to simplify the second half of a client’s life is “The Legacy of Love”. We invite you to experience the seven steps to this planning tool.
How does a student get to use tax-free money to pay for expenses? The federal government set up the 529 Plan legislation in 2001 and tax-free distributions were made permanent in 2006.
Ever think of what is protected when transferring risk to an insurance company? Scott believes that many clients are either under-insured or protecting the wrong assets.
How can this business work harder for the owner since the owner works so hard for the business? If Scott had a dollar for every time he heard this question, he’d be running a foundation for the homeless.
Other services we offer here at Scott Petrucci, ChFC