Scott Gordon-Macey, CFP(R), MBA

Life, Accident, and Health Licensed, Series 6, Series 63, Series 65, Series 7 Securities Licensed.

Welcome!

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.

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PROTECT, ENHANCE, ENJOY!