Josh Scandlen, Cfp®, Ms Email and Phone Number
Josh Scandlen, Cfp®, Ms work email
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Josh Scandlen, Cfp®, Ms personal email
Josh Scandlen, Cfp®, Ms phone numbers
Social Security and Tax Planning go hand in hand. To overlook one, or Heaven forbid BOTH, means to be missing a huge opportunity for your retirement and legacy planning. But it gets worse than just that.. If you are married, by not understanding how Social Security and Taxes work together you could be leaving your spouse a huge TAX BOMB; To be realized only when it's way too late to do anything about. Take action now! Grab your 1040, grab your Social Security benefit statement from SSA.gov and let's see where you stand.I have nothing to sell you and I do not manage money. I only provide exceptional financial advice which I believe will help you increase your guaranteed income from Social Security, which is taxed very favorably by the way. And reduce the overall tax burden your family will pay over the years. Contact me now. Or go to my website to learn more. C: 470-484-6810 / O: 770-576-1620 / www.heritagewealthplanning.com / josh@heritagewealthplanning.comJosh Scandlen is a CERTIFIED FINANCIAL PLANNER Practitioner and holds a Master's of Science degree in Personal Financial Planning. He served 4 years as a light infantryman in the US Army which paid for his college via the GI Bill and Army College Fund. Josh and his beautiful wife, Charlotte, have four children and are blessed each day to live in the United States.Josh was raised on a small island in Maine. While he has lost his accent, he still loves the sport of hockey, and the Boston Bruins.
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PrincipalHeritage Wealth Planning Mar 2018 - PresentAlpharetta, Georgia, Us
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Senior Wealth ManagerUsaa 2008 - Mar 2017San Antonio, Texas, Us* Initially worked exclusively with members on the phone to engage in comprehensive financial planning.* Soon rolled out offices in Philadelphia and then Alpharetta, GA to engage our most affluent members in all aspects of financial planning, from investment management to estate, insurance and tax planning.* Conducted seminars from Bangor, Maine to Valdosta, GA to Starkville, MS to PIttsburgh, PA and all points in between to educate affluent members of various estate and tax difficulties they need to address. * Earned "Exceeds Expectations" or higher ranking every year with USAA.* Earned "Far Exceeds" ranking twice. -
Financial AdvisorLegg Mason 2004 - 2008San Mateo, California, Us* Worked face to face with Individual investors and business owners.* Proposed and implemented investment recommendations based on risk tolerance. * Developed retirement planning scenarios using safe withdraw rates(SWR).* Help business owners initiate Qualified Retirement Plans for their firms. * Engaged with participants to offer investment guidance and retirement planning projections. * Did educational seminars from prospects and clients in Western Virginia and Eastern West Virginia. -
Investment AdvisorVanguard Apr 1998 - Jul 2000Valley Forge, Pa, Us* Spoke to nearly 100 investors daily who had inquiries about Vanguard Funds. * Discussed risk tolerance, asset allocation, fees and performance.* Directed investors on where they could get more detailed information on Vanguard funds, tax forms and other information on Vanguard.com.* Confirmed account titling, beneficiary designation and RMD information with Vanguard investors. -
InfantrymanUs Army 1988 - 1992Arlington, Virginia, UsDeployments:* Panama - Jungle Operations Training Center 1990* Honduras -Joint Task Force Bravo 1990-1991* Germany Reforger 1989 and 1990* Ft. Irwin, CA National Training Center (NTC) 1989 and 1990* Ft. Stewart, GA* Ft. Bragg, NC* Ft. Polk, LA - JRTC* Camp Ethan Allen, VA - Mountain Warfare SchoolTook SAT on day we returned from being in the field for 3 weeks. Finished field problem with 25 mile road march, cleaned weapons and went straight to take the exam. Still had camo on, muddy boots and stunk to high Heaven. Yet did well enough to get into George Mason University!
Josh Scandlen, Cfp®, Ms Skills
Josh Scandlen, Cfp®, Ms Education Details
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George Mason UniversityEconomics -
College For Financial PlanningPersonal Financial Planning
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College For Financial PlanningFinancial Planning
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Montgomery Blair High School
Frequently Asked Questions about Josh Scandlen, Cfp®, Ms
What company does Josh Scandlen, Cfp®, Ms work for?
Josh Scandlen, Cfp®, Ms works for Heritage Wealth Planning
What is Josh Scandlen, Cfp®, Ms's role at the current company?
Josh Scandlen, Cfp®, Ms's current role is Helping You Retire With MORE Social Security and Less Taxes.
What is Josh Scandlen, Cfp®, Ms's email address?
Josh Scandlen, Cfp®, Ms's email address is jo****@****saa.com
What is Josh Scandlen, Cfp®, Ms's direct phone number?
Josh Scandlen, Cfp®, Ms's direct phone number is +147048*****
What schools did Josh Scandlen, Cfp®, Ms attend?
Josh Scandlen, Cfp®, Ms attended George Mason University, College For Financial Planning, College For Financial Planning, Montgomery Blair High School.
What are some of Josh Scandlen, Cfp®, Ms's interests?
Josh Scandlen, Cfp®, Ms has interest in Tithing, Public Policy, Financial And Estate Planning, Taxation, Economics, Charitable Planning, Hockey, Investment Management.
What skills is Josh Scandlen, Cfp®, Ms known for?
Josh Scandlen, Cfp®, Ms has skills like Estate Planning, Investments, Tax Advisory, Retirement Planning, Wealth Management, Financial Planning.
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