Financial Advising in Central

Scott has been my financial planner for only a couple of years so far but he's HANDS DOWN the BEST I've worked with. His enthusiasm for his business is apparent, he seems to truly... Scott has been my financial planner for only a couple of years so far but he's HANDS DOWN the BEST I've worked with. His enthusiasm for his business is apparent, he seems to truly love what he does. Most importantly, I feel confident and safe in his handling of my portfolio. Read More

I've been working with Retire Orlando for a few years now. I find Scott asks the right questions about my goals and then crafts a plan to help me achieve them. He is a good liste... I've been working with Retire Orlando for a few years now. I find Scott asks the right questions about my goals and then crafts a plan to help me achieve them. He is a good listener and that allows him to offer the right suggestions. Scott is extremely responsive and thorough and he gained my trust quickly. I am confident that working with Retire Orlando will allow me to achieve my retirement goals within the timeline we agreed to. Read More

Scott was actually the third financial planner I talked with before deciding on him. The first planner didn’t seem interested in taking my modest investment amount in spite of know... Scott was actually the third financial planner I talked with before deciding on him. The first planner didn’t seem interested in taking my modest investment amount in spite of knowing him for many years. Second planner, without telling me upfront, wanted me to purchase a long term health care policy from him that after looking at the numbers I decided against. After I declined, he told me that if I sold other investments and had more money for him he would take me on. Scott didn’t seem to mind my relatively small investment amount and has been honest and straightforward! Any question I’ve had related to finances and retirement, sometimes unrelated questions also, Scott has had an answer. You can tell Scott has a passion for investing and helping people work their way towards retirement and beyond. While I tend to be skeptical of people, Scott has gained my trust and respect over the years I’ve known him. Thanks Scott! Read More

Working with Scott has been great and I kinda wish I would have engaged with him sooner!! After years of self-managing my investments, I needed & wanted the confidence of a financi... Working with Scott has been great and I kinda wish I would have engaged with him sooner!! After years of self-managing my investments, I needed & wanted the confidence of a financial professional to help me navigate through post-hurricane money & property woes and also make sure none of that derailed my retirement goals. After just a couple months, I feel a huge sense of relief to have Scott's expertise and support in guiding my investment strategy now. Its been an even bigger bonus to have his guidance with the turbulent changes in the stock market over the last few months! I enjoy reading his newsletters each month and know I can reach out with any questions, concerns or guidance on paths to take when the marketplace is uncertain. If you've been debating on whether to work with a professional financial team...stop pondering now and just reach out to Retire Orlando today!! You will be super happy you did! Read More