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Scott specializes in helping families and individuals for their future, no matter if it is investments, insurance, or financial planning, Scott works hard to ensure any of his clients concerns are addressed.

We understand the many challenges and complexities of the financial world today and that there can be many big concerns involved with them. We focus on tailoring solutions to meet each client’s unique needs, to help ensure clients future financial well-being. Below you will find some tools we use.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (203) 513-6119

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