5 Star Review By Stephen Schofield
I sought out Scot’s services when I was ready to make a decision around the timing of my retirement from the workforce. He completed an analysis of my income generating funds and compared it to my forecast of expenses. It was an excellent tool that allowed Scot and I to discuss my options. As a follow up, I took the analysis to my Fidelity Financial Planner with whom I combined Scot’s analysis and other Fidelity tools, each of which was critical in giving me the confidence to make this important life decision. I am now enjoying my retirement and I will forever be grateful to Scot for his expert counsel. I highly recommend Scot for any of your personal or business planning needs!