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A Financial Checklist for the New Year: Getting Off to a Fast Start in 2025
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"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:
This is the financial expert you’ve always wanted in your corner with a refreshingly unexpected experience you can’t afford to miss.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
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