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