We represent opportunities suitable for the Investor & the Accredited Investor.
Typical Financial Vehicles
Investment & insurance products are vehicles which can help transport you to where you want to go; to help you achieve a financial goal. Each goal is purposed and the appropriate vehicles are implemented. Most clients may have multiple purposed accounts to benefit a robust life.
GBJ Scott Financial as a fiduciary is responsible for putting your interest above all others. GBJ Scott is responsible for providing the due diligence regarding investment & insurance vehicles (financial products). Any recommendation is made only when it is client appropriate inline with their goal. GBJ Scott does not offer any proprietary investment or insurance products.
Types of vehicles often offered:
Non-Traded Securities (for accredited investors only):
GBJ Scott Financial is here assisting you in your quest of True Wealth: Create. Grow. Preserve.