Scott Gordon-Macey, CFP(R), MBA
Life, Accident, and Health Licensed, Series 6, Series 63, Series 65, Series 7 Securities Licensed.
Holistic Financial Planning deals with the whole person, not just your portfolio. We specialize in relationship-based planning, taking into consideration your values, goals, and beliefs, to help you shape your financial future. Over time, we assess the progress you have made, and what changes are needed to help keep you on track. Whether it is a comprehensive plan, or simple strategies, our goal is to inform you of your options, and help execute the ones that take you where you are planning to be.
PROTECT, ENHANCE, ENJOY!
A library of tools to educate you on a wide variety of financial topics.Start here to find out
Retirement IQ Quiz
Do you know your Retirement Income IQ?Start here to find out
Tools to help you estimate answers to common financial questions.Start here to find out
"Helpful information on a wide variety of financial content.Start here to find out
Evaluation, calculate, and access your retirement needs.Start here to find out
What is your life expectancy? Try our interactive calculator.Start here to find out
Strength and Stability
It's times like these that set us apart. Keeping our promises.Start here to find out