Planning Rooted In

Growth and Confidence.

Craft the retirement you deserve with essential tools, guidance, and abundant resources at your disposal.

Get Started In 3 Easy Steps:

1

Discover
Book a consultation to sit down with us and explore your vision of an ideal retirement.

2

EVALUATE
Through the Scott Wealth Management plan, we’ll analyze your present financial status and assess your unique retirement requirements.

3

PLAN
Obtain a personalized strategy designed to help you achieve your individual retirement goals.

ATTEND A LIVE EVENT

Join us at our enlightening seminars to gain insights into retirement income strategies, legacy planning, and other essential topics.
UPCOMING EVENTS:
Stay tuned for exciting upcoming events!

TELL US YOUR DREAM.

Book an appointment for a complimentary, personalized written financial plan.
OUR LOCATION
3576 Commerce Drive
Warsaw, IN 46580
CONTACT US
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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.