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Our Services & Products

We can help you identify the investment products that are most appropriate for you and provide options and recommendations.

Financial Planning *

Taxes

Efficient Investing
Reduction Strategies
Return Preparation
Roth IRA Conversions

College

529 Plans
Educational IRAs

Retirement

Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
401(k)
403(b)
Money Purchase Plans
Profit Sharing Plans

Estate

Trusts
Family Limited Partnerships
Charitable Giving

Investments *

Bonds

Corporate
Municipal

Government Securities

Treasury Bills
Treasury Notes
Treasury Bonds
Floating Rate Notes (FRNs)
Savings Bonds (I, E, & EE)
Treasury Inflation-Protected Securities (TIPS)

Common Stock
Variable Annuities
Alternative Investments
Mutual Funds 

Professional Money Management
Unit Investments Trusts (UITs)
Exchange Traded Funds (ETFs)
Certificates of Deposit  (CDs)

Insurance (Risk Management)

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Fixed Annuities

Irrevocable Life Insurance Trusts (ILITs)

For more information about Scott Financial Services, send an email or call us.

David.Scott@ScottFinancial.biz   |  (361) 524-5416