Insurance and Risk Management

  • Life Insurance
  • Disability Insurance
  • Medicare Supplements
  • Dental Insurance
  • Long Term Care Insurance
  • Asset based Long Term Care insurance

Tax Reduction

Learn planning strategies that may help reduce your income tax, capital gains tax or estate tax. Tax reduction planning provided by our licensed referral partners are primarily designed for business owners earning over $300,000 per year. Robert Scott does not prepare or file tax returns.

Retirement and Investment Services

  • Divide and Conquer Retirement Planning (This strategy involves separating income producing assets from growth assets to reduce the volatility, risk, and cost needed to provide a given amount of income. )
  • Retirement Scenario Testing (test the outcomes associated with your retirement date or part time job after retirement impact on your income and portfolio longevity)
  • Social Security Optimization (tests the impact of waiting to take Social Security)
  • 401(k) and IRA Advising
  • Income Planning Strategies (Compare the various ways your money can be invested to produce income and portfolio longevity including Hybrid strategies that include a combination of securities and insurance products)
  • Tax Minimization (Estate, Income, and Capital Gains)
  • Investment Consulting - Fixed Income Products, Stocks, Mutual Funds, Bonds, Exchange Traded Funds, and more