No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As an experienced professional, I develop integrated strategies that are specific to your individual situation. Whether you're just starting out or planning the retirement you've always dreamed about, I can help you meet your goals. As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don't answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. For questions, concerns or customer service needs, please call my office at 321-622-8144.
Working with retirees and pre- retirees at the intersection of insurance and investment planning
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Like other financial advisors Scott offers access to stocks, bonds, funds, and money management, but also all types of annuities, and exposure to non-correlated alternative Assets, like what some of the largest endowments like those at the universities of Yale & Harvard, use as they seek to reduce risk and improve overall returns. Scott also offers access to many FDIC insured investments that are like conventional CD's but are designed to pursue greater growth potential while still keeping FDIC protection. There are also Closed-end Funds which are designed to offer growth potential and be income producing. At Atlantic Financial Advisors each customer is treated as a unique individual with individual needs and goals which requires designing customized plans with YOUR goals in mind.
The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Melbourne is here for you, serving the areas of Palm Bay, Viera and the Space Coast. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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JAG helps guide you through the financial jungle. We can help with taxes, investments, retirement planning, insurance, estate planning and asset protection.
