Who We Are

Shawn M. Scott, ChFC, CPC

Wealth Management Advisor

Shawn is a Magna Cum Laude graduate of Thomas More College with a degree in Finance. He began his career managing qualified retirement plans in 1998 with a Cincinnati based administration firm. After 7 years in management and administration, Shawn moved into retirement plan sales and consulting.

Shawn earned the right to use the Certified Pension Consultant (CPC) designation in 2005. He also studied financial planning at the American College and earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 2007.

Shawn is married with two sons and a daughter. He spends his free time involved in youth sports, bowling, traveling and other family activities.



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000