George B J Scott
Independent Financial Advisor; Since 1987
Hello and Welcome!
Although this site is primarily built for our clients we encourage you to take a virtual tour of our pages.
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GBJ Scott Financial provides analysis, planning, portfolio implementation and monitoring for retirees and pre-retirees; those seeking retirement. As primarily a fee based financial services firm we specialize in helping above average people achieve a financially independent retirement.
Our services are designed to assist our clients over their life time. We help provide increased probability and likelihood for reaching and maintaining a financially independent retirement.
Thank you for stopping by; click on the ABOUT US tab up above to get a deeper feel for who we are.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
There are common mistakes you can avoid when saving for retirement.
Military families face unique challenges, making personal finance even more critical.
This worksheet can help you estimate the costs of a four-year college program.
Five creative (and inexpensive) ideas for motivating your employees.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
When should you take your Social Security benefit?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A special needs trust helps care for a special needs child when you’re gone.