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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's a breakdown of how the federal government spends your tax money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
These food myths will really put a drain on your wallet.
Technology tips to make your next trip even better.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What does your home really cost?