PEACE OF MIND knowing you have left nothing out of your retirement planning.
Why choose Eric Scott Financial?
We can help you prepare for the expected - as well as the unexpected through a personalized financial plan. We have over 50+ years of experience in our office and believe in educating and servicing our clients.
We start with a Financial House Blueprint that is based on your Goals and Desires.
When you sit down with one of the Financial Advisors at Eric Scott Financial, our first goal is to get to know you. What are your priorities and values? How did you earn your money? Why did you invest the way you did up to this point? What do you want your money to do for you going forward? By helping you define your financial priorities and values, we can help you design a FINANCIAL HOUSE to help handle whatever twists and turns life throws at you.
DOWN TO EARTH, SOLID ADVICE
OUR CLIENTS’ NEEDS FRONT AND CENTER
Eric Scott Financial is an independent firm. That means we work for the sole interest of our clients. We do not sell proprietary products or have sales goals we need to obtain. We chose to be independent because we want to be free to be entirely objective towards our customers’ needs, and never want our financial decisions to be clouded by a big corporation’s agenda.
Investment advice is offered through APO Financial Services, LLC (“APO”) 10155 Westmoor Drive, Suite 175, Westminster, Colorado 80021-2627. APO Financial Services is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualiﬁcations or the services Eric Scott Financial and/or APO Financial Services offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to APO’s registration status, its business operations, services and fees, and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://apofinancial.com/disclosure/.