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:

Marketable Securities:

  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Money Market Funds

Non-Traded Securities (for accredited investors only):

  • Real Estate Investment Trusts (REITs)
  • Business Development Corporations (BDCs)
  • Gas and Oil Programs

Insurance Products:

  • Term & Permanent Life Insurance (Universal, Indexed, Variable, Whole Life);
  • Long-Term Care (Annual Pay or Single Premium)
  • Immediate Income Annuities
  • Fixed and Variable Deferred Annuities

GBJ Scott Financial is here assisting you in your quest of True Wealth: Create. Grow. Preserve.