Individual Financial Planning

Achieving financial success can require a significant amount of time, highly developed skill sets, and specialized knowledge.

Scott Private Wealth Group’s, M3 Insurance and The Partners Group teams delivers a comprehensive array of services to meet your ongoing individual financial needs. We begin by creating a snapshot of where you are today and a portrait of where you want to be tomorrow, analyzing which options will help you in perfecting the image. Our recommendations are provided in a comprehensive written report and online through your own private, secure website. Powerful analysis engines continually monitor, update and evaluate your accounts to ensure you’re on-target to achieve your objectives, allowing us to make any necessary changes in order to optimize performance.

Services include:

  • Goal assessment
  • Asset appraisal
  • Gap analysis
  • Implementation
  • Monitoring
  • Cash and investment management
  • Asset allocation
  • Tax strategies
  • Insurance
  • Estate planning
  • Business succession

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