Scott Marsh Financial, the foremost thought leader on financial prosperity and behavioral finance, is thrilled to announce the launch of our new and improved website!
The new site went live on August 8, 2022. The updated look and feel will make it easier to find information, read about what matters to you and your finances, and contact us if you have any questions.
Here are 6 things we are especially excited about:
1. You Can Get to Know Us
Choosing which financial advisor to work with is an important decision. Our founder, Scott Marsh, has been a personal finance professor at Brigham Young University for over 30 years serving students, faculty, staff, and alumni.
At Scott Marsh Financial, we want you to get to know who you will be working with. That’s why we have created an “Our Team” page on our website. Here you will find a little bit more about each of the members that make up the Scott Marsh Financial team.
2. Close Integration With the Scott Marsh Education Institute
The Scott Marsh Education Institute has had the privilege of offering education courses in personal finance for over three decades. It is the foundation and inspiration for Scott Marsh Financial.
The new website will feature both scholarly research into financial prosperity and behavioral finance (at the Institute) to help families build wise money habits. Through education, tax planning, and strategic services, we’ll help families achieve well-rounded financial health.
3. You Can Get a No-Obligation Second Opinion
We know you may already be working with another financial advisor, but at Scott Marsh Financial we combine tax planning with wealth management at no additional cost to create the best plan for your family’s Generational Prosperity.
“Not only are we a fee-only fiduciary investment advisor with family office level services, but we are also viewed as the foremost thought leaders on financial prosperity and behavioral finance.”
— Scott Marsh
We provide comprehensive tax planning and compliance services. These provide a unique strategy to minimize your tax liability and maximize your income. Where other advisors will refer this work out to CPAs, we do it all in-house (at no additional charge).
Let us help you get on the right path to a more confident future. Contact us today.
4. The Scott Marsh Financial Advantage
We conduct our own proprietary research to ensure that our services are academically sound, then apply those findings to our planning. This puts your finances at the cutting edge of current data’s beneficial indications.
We have helped thousands of young professionals, pre-retirees, and retirees achieve their Point of Choice™, the day on which you can choose whether to work or retire.
We believe that building wealth and making sound Multi-million-Dollar Choices™ is fun and rewarding. Our passion for being great multipliers is contagious—and there is nothing we enjoy more than helping clients achieve their financial dreams.
5. Our New Blog
Another way we inform our clients is through our blog. We will be publishing timely articles about what’s happening in the financial services industry as well as sharing tips and insights about saving and planning for retirement. You can subscribe to our monthly blog newsletter here.
6. Our Free eBook
We have written a complimentary eBook, “Donor-Advised Funds: Maximize the benefits of charitable giving for you and your family.”
A donor-advised fund (DAF) is a philanthropic gifting account established with a public charity. It allows you to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time. Click the link below and download your copy today.