AN INDEPENDENT FIRM FOCUSED ON YOU
Welcome. We’re Scott Financial Planning and Investments LLC, an independent financial services organization in Asheville, NC. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
WHAT WE CAN OFFER YOU
At Scott Financial Planning and Investments, LLC, we take your investment planning seriously and will guide you each step of the way, creating a comprehensive strategy that may include recommendations for investment, retirement and estate planning. We believe in customizing each client's investments to match their unique risk concerns and overall personal and financial goals.
HOW WE DO BUSINESS
Financial planning is ongoing process in which we work with you to capture your values, passions, and intentions. Our knowledge and creative approach allows us to help you clarify your goals and identify the strategies that will help you achieve them. Once we know and understand you and your goals, we will work to develop a financial plan which will be our "Big Picture Map" for your financial journey.
OUR CORE VALUES
Integrity & Ethics
Financial Planning & Education
Proactive Service
Kindness & Caring
Confidentiality
Goals Based
Risk Management