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.
Please feel free to contact us; Join our newsletter; Ask us a question; or Request a quote.
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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Here's a breakdown of how the federal government spends your tax money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Simple steps may help you foil hackers and protect your privacy.
A four-step framework for building a personal legacy.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are a few things to consider when buying or leasing your next vehicle.