Rabe Family - Beach

Helping you live your best life.

"Too many people buy things they don't want with money they don't have to impress people they don't like."  -Will Rodgers

With a philosophy founded upon the simple premise that a thoughtful budget builds net worth which allows clients to achieve their goals, Scott is passionate in listening to his clients, caring for their needs, and working hard to provide exceptional value in each encounter.

As a Financial Advisor, Scott works tirelessly to help his clients protect the people they care about, the income they require, and the lifestyle they appreciate while also helping clients make wise decisions to help prosper their wealth. 

As a Retirement Income Certified Professional, Scott encourages his clients to make choice decisions leading up to healthy retirement goals, and then deftly navigate the complexities that come in the golden years, including discussions around: 

  • Claiming Social Security
  • Original Medicare vs Medicare Advantage plans
  • Appropriate asset allocation to balance risk and reward
  • Defined benefit plans (such as pensions or FERS)
  • Defined contribution plans (such as TSP, 401k, 403b)
  • Traditional IRA distributions, ROTH distributions, ROTH conversions
  • Plans for custodial or long-term care
  • Housing options, including neighborhood, community, and infrastructure
  • Estate planning to achieve desired legacy goals
    .... and more.

This is the financial expert you’ve always wanted in your corner with a refreshingly unexpected experience you can’t afford to miss.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

"Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but wrong decisions can often undermine the best of intentions. Whether you are concerned for your own needs or those of your family or your business, I can help you identify your goals and dreams, then develop a plan that starts you on the path to financial security."
– Scott Rabe