A Family Office Style of Financial Planning Available to All
The "Family Office" financial planning service, once available to only the Uber Rich is now available to all. Considered an inter-generational "cradle-to-grave" service covering all areas of financial planning -- Cash Flow Management; Tax Planning; Investment Positioning; & Estate Preservation. All planning areas are taken into consideration together. A decision or action in one area can affect the actions taken in another. An improper action taken in one area may destroy the dreams initiated in another area.
GBJ Scott Financial has modeled it's planning services to provide an "Associated Family Office". We provide direct oversight planning. Acting as the Advisor in Charge in an advisor-collaborative planning process we facilitate your dreams and goals. We assist you in bringing them to fruition.
WEALTH: Create. Grow. Preserve. Wealth In the Pursuit of Happiness
"We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are are Life, Liberty and the Pursuit of Happiness" - The words of our Forefathers in the Declaration of Independence.
The Pillars of Financial Planning
A financial plan is a static set of ideas usually inconsideration of a single goal. But, a robust financial well being; a meaningful life; a successful life is made up many goals & more than one plan.
Economies of Scale
Our firm is based on our relationship to service. Plain and simple we believe that this service should be delivered at a fair price. We further believe that this price should be scaled in relation to effort, skill & experience.
Vehicles, Tools & Investments Implemented to Achieve Your Goals
We work with for you, not for Wall Street. Your investment success is our success. Your growth is our growth. We partner with you every step of the way.
Get the Support You Need For Your Small Business
As a Small Business Owner .... you are faced with a multitude of regulations & tax laws. Within this tapestry are opportunities plentiful for recapturing excess taxation and True Wealth creation.
Financial Independence for the Career Employee - Asset Accumulation, Retirement and Estate Preservation
"As the quality career employee" ..... The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to continuing planning to ensure that your investments can sustain your lifestyle during your retirement and beyond. We'll work with you to develop a strategy that meets "The 5 Keys to a Successful Risk Free Retirement".