Is Your Financial Plan in line with your lifestyle?

 

Build a Financial House that’s custom designed for you.

Start Building Now!

Is Your Financial Plan in line with your lifestyle?

 

Build a financial House that’s Custom Designed for you.

Start Building Now!

You Wouldn’t Build A House Without A Blueprint,

So Why Would You Retire Without A Financial Plan?

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Learn how our financial house process can give you peace of mind as you enter retirement, showing you’ve reviewed every aspect and corner of your financial plan.

Financial Planning
Building Financial Plan
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Learn how our financial house process can give you peace of mind as you enter retirement, showing you’ve reviewed every aspect and corner if your financial plan.

DESIGN

We want to hear your story. Every Financial House is unique. We use your story, your priorities and your values to create your blueprint.

BUILD

We review your custom design with you. Once we have your stamp of approval, we break ground by putting your plan into action and building your financial house.?

MAINTAIN

We make regular inspections. If your life, priorities or values change, we can update and renovate your financial house as necessary to fit your needs.?

Eric Scott Financial Services

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Tax Reduction Strategies

Retirement Income Analysis

Social Security Planning

Risk Management

IRA & 401K Information

Investment Risk Analysis

Pension Planning

Medicare & Supplements

Life Insurance Programs

Legacy Preparation

Learn More About Our Services

Meet Your Financial Architects

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Eric Scott

Eric L. Scott

INVESTMENT ADVISOR REPRESENTATIVE

Katie Prosser

Katie Prosser

INVESTMENT ADVISOR REPRESENTATIVE

With over 45+ years of combined experience, our team of Financial Architects are here for you! We can help you design a Financial House, created to offer you a complete plan needed in retirement. We can give you an overview of your current financial plan to see if changes need to be made. The Financial House is our firm’s PROPRIETARY PROCESS that gives you a blueprint to follow as you transition from your career to retirement, and through your retirement years.

Start Building Now

More Information

Learn more about our process, our services, who we are, and what we can do for you.

Our Process

Our Services

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Blog

Our Affiliates

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BBB Accredited Business
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APO Financial Wealth Management
St George Chamber of Commerce
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WE’D LOVE TO SIT DOWN WITH YOU AND HEAR WHAT YOUR FINANCIAL QUESTIONS AND RETIREMENT GOALS ARE.

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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 qualifcations 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/.