Insurance and Risk Management

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

Tax Reduction

Working with Accurate Wealth Management (AWM,LLC) and our referral partners, we help assist clients with strategies that can reduce or defer tax on capital gains and the recapture of depreciation on large real estate holdings or individual securities with high value and a low cost basis.

Neither Robert Scott or AWM,LLC prepares or files tax returns.

Retirement and Investment Services

  • Divide and Conquer Retirement Planning (This strategy involves separating income producing assets from growth assets to help 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