Complete financial planning & Service

 

We Listen, We Educate, We Serve

Our Story

The story of Eric Scott Financial began in 1983 on the insurance side of the business. It soon became apparent that to help those we served more fully, we needed a more comprehensive approach.

The team at Eric Scott Financial set out to create an all-inclusive methodology to financial planning. Over time, that method has evolved into our modern-day proprietary process: Your Financial House, Custom Designed. Our process was designed so we don’t miss any aspect of your financial plan. As our firm continues to grow, we plan to use new technologies to make our process even more accessible to those we serve.

The Eric Scott Financial team works closely together to ensure you reach your financial goals so you can live your retirement years to the fullest. Our financial Architects serve as fiduciary advisors meaning we only serve in your best interests, and our support staff follow that same model of dedicated service.

Communication

We listen! Each client has a plan that is TAILOR MADE especially for them. Working together, we manufacture the most advanced financial planning methods.

Education

One of the joys of being a financial Advisor is the opportunity to TEACH and EDUCATE our clients.  We feel strongly in keeping our clients up to date on the latest laws and information.

Service

SERVICE to our clients is a priority. We want our client relationships to last a lifetime. It’s not about numbers, we want our clients to become comfortable knowing that we are here to serve them

Meet Our Founder & President

Eric L. Scott

Investment Advisor Representative

“Retirement is not a destination. Retirement is a journey. You don’t arrive at the perfect retirement. You create it.”

 

This has been Eric L. Scott’s belief since beginning his career as a retirement guide in 1983. It was that belief that helped him accumulate a wealth of knowledge through the experiences of his career. Armed with the knowledge he’s gained from more than 30 years of experience, Eric developed a new philosophy called The Five Crossroads. This proprietary system guides retirees and those planning to retire to achieve the financial dreams they desire

Meet The Team

Sherri Scott

Sherri Scott

OFFICE OPERATIONS MANAGER / VICE PRESIDENT

Learn More About Sherri

Sherri has been working at Eric Scott Financial, alongside Eric Scott, for over 30 years.  A few things she focuses on are procedures, marketing, security and technology – making sure our office runs smoothly. Her favorite thing about working at Eric Scott Financial is getting to know our wonderful clients!

Sherri and Eric have shared over 39 years of marriage!  They have three children and four beautiful grandchildren.  She is a dog and cat lover and has one of both.  She loves the outdoors and all there is to do in this area.  She loves traveling, four-wheeling, swimming, and hiking.  She enjoys the arts and theater.  She loves to spoil her grandkids and is so happy they all live nearby.

Katie Prosser

Katie Prosser

INVESTMENT ADVISOR REPRESENTATIVE

Learn More About Katie

Katie enjoys working at Eric Scott Financial.  She is a hard-working advisor who enjoys working with clients and helping them achieve their retirement goals by putting together a financial plan that they can feel confident about. Katie has been a key part of Eric Scott Financials’ team since 2011. Providing our clients with the best possible service and products that fit their individual needs.  She is an Investment Advisor Representative, licensed in Life and Health insurance and is also a Medicare specialist.

Katie grew up in Northern Utah and has lived in St. George for over 15 years. She and her husband have three beautiful children who always keep them on the go. In her spare time, Katie is a yoga enthusiast and enjoys hiking, reading, and spending time with her family.

Paul Scott

Paul Scott

CONTENT MANAGER REPRESENTATIVE

Learn More About Paul

Paul has been a part of the Eric Scott Financial team since 2009. As our Content Manager, Paul is responsible for providing a copy for our website, social media platforms, and our former radio program. His writing expertise has also been used to help Eric author his financial advice books. His goal is to convey important financial information in an entertaining and straightforward way.

Paul spent most of his childhood in the Wasatch Valley in northern Utah. Even having grown up in a small country town, he still considers himself a city boy after spending many years in Salt Lake City. He married his wife, Rachel, about the same time he joined our company and has a beautiful daughter with whom he spends most of his free time.

Paul has been writing since he could pick up a pencil and has never looked back. When he’s not typing away for us or in one of his many personal projects, he enjoys exploring museums and architecture with his daughter as they share an appreciation for art and culture. When he’s not out-and-about getting to know his city, he relishes his quiet nights watching Netflix or flipping through the pages of a good book.

Have A Question?

More Information

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

WE’D LOVE TO SIT DOWN WITH YOU AND HEAR WHAT YOUR FINANCIAL QUESTIONS AND RETIREMENT GOALS ARE.

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43 S. 100 E. Ste. 201 St. George, UT 84770

info@ericscottfinancial.com

435.773.9444

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