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George B J Scott, CFP; CRC

Financial Advisor

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.

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz


Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.


Making the most of surprises is a great reason to work with us.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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