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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Lifestyle considerations in creating your retirement portfolio.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Your credit score may influence how much you pay for auto and home insurance.
Five phases to changing unhealthy behaviors.
Here's a breakdown of how the federal government spends your tax money.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.