The 5 Crossroads Process


Retirement Guidance Tailored to Your Needs

Eric Scott Financial is dedicated to giving you a roadmap to help handle whatever twists and turns life throws at you. The drive to and through your retirement years is not without challenges. You have money saved, and it needs to last a long time. Will it? We can help.

Our Five Crossroads philosophy was developed to assist you in making sure all areas of your financial future are covered. Based on the book, written by Eric Scott Financial’s founder, we strive to help you find peace of mind knowing that the streetlights have been turned on, and you can clearly see the path ahead.

Retirement Guidance Tailored to Your Needs

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

At Eric Scott Financial, we believe that one-size does NOT fit all. Retirees today are facing important decisions that can affect their retirement lifestyle by hundreds, thousands or even tens of thousands of dollars. The majority of financial professionals want to find an already-designed retirement plan that fits you closest. We believe retirement guidance isn’t about trying to fit you into a retirement plan, it’s about designing a tailor-made retirement plan that fits your needs perfectly.

We do this using our Five Crossroads philosophy – a process we use to get to know you and your individual retirement dreams and goals, as well as your strengths and weaknesses in your current retirement plan. What are The Five Crossroads?