Scott Lowe Email & Phone Number

"Financial Advisor"....the actual title means different things to different people. Our firm believes that investment advice/investment management is a low value add "transactional" service, and although there are many fine individuals engaged in this industry, this is not the appropriate approach for everyone. Investment only advice only addresses one small area of a clients total financial picture. We believe in taking a Fiduciary Advisory approach which looks at every aspect and each detail of a clients life.Most go to work each day for two reasons.....to pay your bills, and secondly, so one day they don't have to . We like to call this being "work optional", also known as being Financially Independent. Helping our clients reach their "Financial Independence Day" as soon as possible, and then stay there forever, is the entire focus of everything we do as a company.Things that help our clients achieve F.I as soon as possible:-Paying less in taxes-Having world class investments, with the highest returns, while avoiding excess fee's.-Using real estate to produce passive income-Making the most of our cash-Ensuring the lowest interest rate possible on all debt-Having high quality insurance at the lowest possible cost.All of the above creates more money for our clients, giving them more fuel in the tank on their journey to Independence. Lastly, to ensure the best advice in all areas, we have constructed a world class team of specialists including CPA's, Attorneys, Bankers, Real Estate Professionals, and Insurance Agents to name a few.

Listed skills include Communication, Planning, Services, Financial Services, and 1 others.

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  Malone University

  Public Relations