A brush with death leads to a new career Written by Morey Stettner at MarketWatch.com Some advisers spend decades in other careers before pursuing financial planning. Dentists, military veterans or even pastors may decide to dive into advising to help people manage money and live fuller lives. Scotty Wallace thrived in two careers before becoming […]
Trust Your Wealth to a Thrifty ScotWe are guided by the Scotish values of thrift, loyalty, and hard work.
Essential Services for Any Stage of Life and Any Level of Wealth
Investment Advisory Services
The tension between risk and reward is ever present in investing. We consider your goals, timeline, and risk tolerance to help you craft a strategy that works for you.
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Every journey benefits from a roadmap. We will help you design a route that will allow you to get the most from life.
When you need some guidance with regard to some specific financial concerns, but aren’t in need of a complete financial plan.
About Scotty Wallace, the Thrifty Scot
Hi, I am Scotty Wallace, CFP®. I’m an Independent, Fee-Only Certified Financial Planner™ Professional and Owner of Thrifty Scotty Financial.
Retirement is the biggest financial decision you will make in your life. Many of the decisions that go with it cannot be undone…So, you better get it right! That’s what I do. I help folks like you make those critical decisions so that you can “Retire in the Proper Attire.”
I use my experience as a financial planner, TV news reporter, professional pilot, and Celtic musician to help make your Financial Dreams come true!
We help you through Fee-Only Financial Planning and Investment Management…Sprinkled with a wee bit of Scottish common sense.
We work with people in Austin, Texas and across the country using the latest technology tools.
You don’t have to be rich to work with Thrifty Scotty…You just have to be willing to:
“Trust Your Wealth to a Thrifty Scot!”
This Time Really is Different… (Retirement Spending V. Retirement Saving) If you think of Retirement Saving as climbing a Mountain…Retirement Spending is hiking down that Mountain… Accumulation Phase We call the Trek up that Mountain the Retirement Accumulation Phase. We build our Investment Portfolios to maximize how much we Accumulate. Time is our Friend…The Earlier […]
Most of the clients I dealt with as a Stockbroker had Reasonable Expectations about the Performance of their Securities Accounts. But, Occasionally, I had to deal with Day Traders. They Bragged about their Results….However, I could see their Account History…I could see how they Exaggerated their Wins and Forgot to Mention their Huge Losses… The […]