The days of traditional investment models are behind us. At InPlan, we are forging a path towards a clearer and more personalized financial strategy.
This new philosophy of financial advisement takes a holistic approach that begins with the most important aspect of our work: you. We have a unique ability to translate the complex language of finance into terms that are easily understood. Combined with unwavering ethics, this allows our clients to make precise decisions with full transparency.
We are not just your investment advisory representatives; we are your financial planners. We believe life shouldnt be punctuated by mere benchmarks. It should be emphasized by life-marks.
|Firm Start Year:||2015|
|Insurance License#:||Life, Disability, Long-Term|
|Name of Broker/Dealer:||MML Investor Services, Inc|
|States Licensed in:||WA, AK, AR, CA, CO, ID, IN, MI, MT, UT, , OR, TX|
|I work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning|
|Investment Types:||Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee, Based on Assets|
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services LLC. Member SIPC. InPlan Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office: 701 5th Avenue Suite 1100, Seattle, WA 98104 Phone: 206-628-8800. CRN202205-254226
Scott is a CERTIFIED FINANCIAL PLANNER Professional. He was born and raised in Portland, Oregon and attended the University of California at Santa Barbara where he earned a Bachelor's Degree in Business Economics.
He began his career in the mortgage division at Bank of America and then went on to open an office with a national insurance company as one of its youngest agents. After selling his business, he worked as the Vice President of Research for a national consulting firm based in Orange County, CA.
After almost a decade working with public builders and developers, he returned to the Northwest to provide comprehensive financial planning services, based upon his 25 years of experience in the following areas:
" Investment Advisory
" Business Consulting
" Financial Planning
Scott often works with clients who have complex considerations at play in their financial plans, whether they own homes in different states, are business owners, or are planning for multiple generations. Scott holds the CFP®, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations. He lives on Lake Washington with his wife, Alisa. In his free time, you can find Scott on the lake water skiing and wake boarding or in the mountains.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|