D. Scott Fife, Financial Advisor

When people are facing complex financial issues, they need someone who can make sense of it all. Scott's planning process is very simple. He starts with a "you are here" assessment to help you orient yourself with your financial surroundings. "Where do you want to go" is next. It's a discussion about what's important to you in your life and what you want your money to do for you. "How do you get there?" is an on going part of the process which is as much art as it is science and he works on this process with each client, one on one. Scott is here to help you properly allocate your assets and create strategies designed to help you preserve your goals.

We offer a wide range of services that include:

• Retirement Planning- Many people spend more time planning their annual vacation than they spend planning for the longest vacation of their life. You need a retirement road map.
• 401(k) Accounts - If your're still employed we can help you efficiently allocate your account. When you’re ready to retire, we’ll walk you through the process and help you take control of this asset so that it may provide income for life.
• Wealth Preservation- Will Rogers said that he was more concerned with the return of his money than the return on his money. We understand this sentiment and have strategies that may help you prudently grow your capital.
• Risk Management- A two-step process: determining what risks exist in an investment and then handling those risks in a way best-suited to your investment objectives.
• Intergenerational Wealth- Maintain control of your assets throughout your life and still carry out an efficient and hassle free asset transfer to your children, grandchildren or other heirs.
• Life Insurance- Accidents happen; protect yourself with life insurance, long term care, and estate planning.

Pursuing your hopes and dreams for the future is important; if you're ready to take control of your finances give us a call to schedule your free one hour consultation.