Scott G. Howe, Cfp® Email & Phone Number

I am a CERTIFIED FINANCIAL PLANNER® professional and have been operating my independent practice since 1996. I help families, business owners and other professionals develop and implement sustainable financial plans which allow them to live their desired lifestyle without worry.I naturally found my calling to the Financial Services industry. After obtaining a degree in Electrical Engineering at Princeton University and playing four years on the varsity ice hockey team, I gravitated toward financial planning. I enjoy the continual challenge of solving unique problems and using a team approach to help people make smart financial decisions. I get a great sense of satisfaction knowing that I can help educate my clients and recommend understandable financial strategies that will help them live their desired lifestyle.As a CFP professional, I work as your first point of contact and collaborate with Accountants, Lawyers, Actuaries, Portfolio Managers and other professionals to ensure your personalized wealth management strategy is thorough and optimized properly. This process starts with a personalized written plan to help you achieve your goals. We discuss all aspects of your financial situation including cash flow, tax planning, portfolio planning, retirement planning, risk management, succession planning and estate planning. This wealth management plan includes your pre- and post-retirement income and will ensure the tax efficient transfer of your assets to your heirs. We follow a disciplined approach to ensure your wealth management plan stays on track by reviewing your plan on a regular basis and making any adjustments where necessary.My goal is to help you build a successful plan so that you can live a worry-free lifestyle.If you have any questions about financial planning or about our collaborative process, please connect with me at scott@howetoplan.com or (416) 410-8374

Listed skills include Strategic Financial Planning, Estate Planning, Retirement Planning, Wealth Management, and 22 others.

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  Financial Planner

  Investment Planning Counsel

  Aug 1996 - Present

  As an independent CFP professional, I utilize a team of specialists to help develop unique wealth management plans. These plans provide a financial framework to ensure my clients put a sustainable, long-term plan in place.I work directly with you to develop a holistic wealth management plan where we will discuss where you are now, and what you want your future to look like. Based on all aspects of your financial situation, I provide you with a long-term strategy designed to help you reach your goals. We also revisit this plan regularly to ensure your financial plan is on track. The Howe Team - Investment Planning Counsel specializes in:• Financial Planning• Cash Flow Analysis• Portfolio Planning• Tax Planning• Retirement Planning• Risk Management• Succession Planning• Estate Planning • Life Insurance**As our clients know, we have a simple mission, but one that we take to heart. We will never let money keep you awake at night. The Howe Team is with you every step of the way to help you sustain a worry-free lifestyle.For more information about our team and our services, visit http://www.howetoplan.com** Insurance Disclaimer - Insurance products available through Scott G. Howe.

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  Princeton University

  Electrical Engineering