Scott Private Wealth Group

 Our Vision:  Partnering with our clients to help them navigate the crucial stages of wealth.  Understanding what's important to them.  Assisting them in leading a life of balance, meaning, and purpose.

Our Mission:  The financial prosperity of our clients and integrity within their financial plans that lead to the outcomes and experiences they desire.

 

 

 

Scott Private Wealth Group is an independent wealth management firm providing wealth management solutions for high net worth individuals.  We believe experience is the best teacher, and our team has over 60 years combined in the financial services industry.  While financial independence is defined by one's own perspective, we believe the common thread is freedom.  Freedom to enjoy your successes, to spend time with your family and friends building relationships, and to explore the things you've only dreamed about during your working years.

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Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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