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Thrifty Scotty Financial, LLC

Trust Your Wealth to a Thrifty Scot

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Financial Planning

What We Do

We provide Fee-Only Financial Planning. We don’t sell anything. In fact we give you something. We give you the comfort of having a trusted partner…A Certified Financial Planner™ Professional who has “been there before.”

“A Winning Effort Begins with Preparation” – Coach Joe Gibbs

Financial Planning

You wouldn’t start a cross country trip without a roadmap, so why would you face your Financial Future without a Guide? That’s what we do at Thrifty Scotty Financial. We build a Financial Roadmap for you, because life is like a winding road… sometimes you can’t see around the curves ahead. When life puts a roadblock in your path, we help you find a detour.

Comprehensive Financial Planning

We conduct 3 to 4 strategy sessions with you to discover where you are in life and where you want to go.

What You Will Get

  1. We give you a list of Financial Planning To-Do’s, a Net Worth Statement, a Retirement Projection, and an Action Checklist.
  2. We make recommendations to help you balance your Income and Spending.  If necessary, we make a plan to get you out of debt.
  3. We help you with your Investments, Retirement Planning, Insurance Planning,  Estate Planning, and Tax Planning.
  4. We review your Workplace Retirement and Company Benefit Plans and give you guidance on how to get the most out of them.
  5. We help you make Smart Social Security Decisions.
  6. We give you access to our Network of Fellow Financial Professionals including Trusted Estate Planning Attorneys, CPA’s, and Insurance Experts.

Can You Afford Financial Planning?

Do you pay a cable bill or gym membership each month? You pay us the same way. You get Financial Fitness to go along with your Physical Fitness.

 

What You Get

You get ongoing access to your Certified Financial Planner™ Professional. You get a Behavioral Coach and support system to ensure our recommendations our implemented. You get a Financial Partner to help you with other important Financial Decisions in your life so that you can…

“Retire in the Proper Attire”

Get Started

Can You Retire Yet?
Find out more in this FREE Ebook.

The trick to knowing if you can afford to retire is knowing how long you will live and how much it will cost. This Free Ebook will guide you as you determine the answers to those two questions. Register at left to download your copy now.

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