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To start, Scott has the unique ability of building personal trusting relationships with clients by simplifying complex financial concepts in a friendly, non-threatening way with a unique energy and passion.
To begin with his history: Scott’s first job (after graduating with a degree in Education from The University of Florida) was teaching 1st grade in the Pinellas County School System in St. Petersburg, Florida.
Yes, a teacher.
He had to simplify ideas so that curious minds could comprehend the concepts being taught.
After five years, he moved into corporate life as a Human Resource Administrator with Honeywell, Inc. teaching adults business skills while working in benefits and retirement planning. He eventually taught a 2- day Financial Planning course to those employees.
Later in 1987, Scott joined PFG, Inc. and started his independent Financial Planning career. He now manages over $100M in client assets. Currently employing a dedicated team of professionals to help clients achieve their life goals.
Scott’s goal is to help hard working people “Hatch a Simpler Life.”
-Scott J. Petrucci, ChFC®
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.
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.
our founder
In 1987, Scott joined PFG, Inc. and started his independent Financial Planning career. He now manages over $100M in client assets. He employs a dedicated team of professionals to help clients achieve their life goals.
Because Scott has the unique ability of building personal trusting relationships with clients by simplifying complex financial concepts in a friendly, non-threatening way with a unique energy and passion.
Scott’s first job, after graduating with a degree in Education from The University of Florida, was teaching 1st grade in the Pinellas County School System in St. Petersburg, Florida. Yes, a teacher. He had to simplify ideas so that curious minds could comprehend the concepts being taught.
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.
Find out more about our amazing staff who dedicate themselves to assisting you in making your financial dreams come true.