Scott & Associates
Scott & Associates, located in Houston, TX, specializes in retirement income planning to help clients transition smoothly into retirement and prepare for unexpected challenges. Founded by Bill Scott, who drew from personal experiences with illness and financial strain, the firm focuses on creating holistic financial strategies tailored to individuals' unique goals and needs.
Through their I H.E.A.R.T. Retirement Planning process, Scott & Associates offers services including estate planning, advanced financial analysis, and tax-efficient strategies. They provide educational workshops and resources to empower clients in managing their retirement income and investments effectively.
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