We know that choosing an advisor can be daunting, and you may not be sure what criteria to look for in your search. We want to make the selection process as informative and effective as possible for you.
At Scott Marsh Financial, we offer a family office-level service for all your financial needs, so your financial bases are covered when you work with us. Below we’ve detailed our services and their benefits. You can learn more about these services on our What We Do page.
Do Expect:
To maximize your tax savings
To work with a team of experts that want to see you succeed
To receive help with your entire financial life, not just compartmentalized pieces
To experience a safe, informative, and effective advisor relationship
To feel peace of mind in your finances
To make progress toward your financial goals
Don’t Expect:
To not understand your financial plan and the why behind it (We believe in educating our clients!)
To be overwhelmed with jargon
To encounter unexpected fees
To invest time without progress
Tax Planning, Compliance, and Preparation
- We can help you improve your net returns by reducing your taxes.
- Our CPA has the expertise and experience to guide you toward your financial goals.
- We’ll help you minimize your tax liability and make strategic decisions, ultimately allowing you to create a financial legacy.
- We offer a holistic approach that addresses all aspects of your financial situation, including taxes.
- Our tax planning services ultimately save you money and time while contributing to your financial future.
Risk and Investment Management Services
- We understand your biggest financial risk is the failure to achieve your most important financial goals.
- We also know our lives are full of risks, perhaps even more so, since the arrival of Covid in 2020.
- Our role is to help you manage these risks by minimizing their impact on your financial well-being.
- Throughout risk and investment management services, we help you continue to build a legacy of prosperity while taking real-life challenges into account to help you succeed.
Financial Education
- We believe that when you have the right financial education you can achieve your financial goals.
- Our role is to help you down the path to your financial ambitions. Education is the first step down the path.
- We’ll teach you how to plan and execute financial strategies.
- We’ll show you a disciplined process that minimizes the influence of emotions on your money.
- Education will help fill the gaps in your knowledge, creating a strong foundation for your financial legacy.
- You’ll receive monthly updates, allowing you to understand what is going on in the financial world and what it means for you and your family.
Wealth Management
- We’ll work with your children to help them uncover patterns of financial behavior that need to be shifted in order to generate millions of dollars in value.
- We’ll help you make the right decisions around passing on your estate and avoid all too common pitfalls along the way.
- We’ll work with you to build your legacy of generational prosperity so that you can empower the next generation of multipliers.
If you feel Scott Marsh Financial offers the services you need and feels like the right fit for you and your goals, reach out to us today for an introductory conversation. We can chat in person, online, over the phone, or we can come to you. Our goal is to make you feel safe and at ease during our first conversation.
Reach out to us today.
Still Not Sure?
Take a look at our free educational materials to learn more about our approach and philosophy as well as specific tips for your financial life.