Honest, Clear Financial + Retirement Advice
Financial Clarity For Investors Of All Sizes – Not Just The Wealthy
YOU’RE READY TO TAKE THE NEXT STEP IN YOUR FINANCIAL LIFE
BUT THERE’S A PROBLEM
- YOU DON’T HAVE A CLEAR PLAN OF ACTION
- YOU ARE WORRIED THAT YOU AREN’T SAVING ENOUGH – OR THAT YOU’LL RUN OUT OF MONEY
- YOU ARE WORRIED YOU’RE MISSING SOMETHING
- YOU WANT GUIDANCE ON ALL AREAS OF YOUR FINANCIAL LIFE – NOT JUST YOUR INVESTMENTS
OUR SERVICES CAN HELP YOU
SAVE TIME
Working with a CFP® Professional (as well as an author and former Professor!) will help you speed up the timeline on your financial plan.
MAXIMIZE YOUR ASSETS
You’ve worked hard to get to where you are, and you want to continue making smart choices with everything you’ve earned.
BE CONFIDENT
Remove confusion and doubt surrounding your finances and confidently move into the next chapter of your life.
MEET SCOTT
Hi there! I’m Scott, and I love helping people make the most of their finances so that they can enjoy their life without stressing about money or financial decisions.
I am a proud Certified Financial Planner™, the author of three books (and counting!), and have taught Tax and Estate Planning to college seniors majoring in Financial Planning at Cal State University Northridge. I am also the owner of Forthright Finances, a fee-only Financial Planning firm that always acts in our client’s best interest.
In my free time, I love going to LA Clipper basketball games, watching the USC Trojans football team, reading about American history, and finding new hiking spots. Learn More.
OUR PROMISE TO YOU
WE FOLLOW THREE SIMPLE RULES IN ALL OUR WORK WITH CLIENTS
WE WILL ALWAYS DO THE RIGHT THING
We will always give you advice that puts you and your family first. We will be honest and transparent in everything that we do for you and everything that we recommend.
WE WILL ALWAYS DO OUR BEST
We are committed to excellence in our work. That’s why I am sought out my Certified Financial Planner designation, as well as taught Financial Planning to college students. Everything that we do for you, we will do it to the best of our abilities.
WE WILL DEEPLY CARE ABOUT YOUR SUCCESS
We do this work because we want to help people live better, more fulfilling lives. Having confidence with your money should allow you to live a flourishing life, and we want to help you do that.
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HOW WE’RE DIFFERENT
We stand out from the typical, average advisor in a number of ways:
RETIREMENT PLANNING FOCUSED
We are not generalists, who haven't developed an expertise in any one area. Our work and focus is on people near and in retirement, and all the issues and decisions they face.
TAX PLANNING FOCUSED
Unlike most firms, we have a strong focus on your taxes. Not just in lowering your current tax return, but also on how to pay less in taxes over your lifetime.
ESTATE PLANNING FOCUSED
We partner with a national Estate Planning firm so we can create or review your estate plan with the help of experts at significantly lower prices than the national average.
COMPLETELY INDEPENDENT
We are not beholden to any firm forcing sales quotas or restricting us to certain types of investment companies or products. We simply recommend what is best for you.
WE ARE FEE-ONLY FIDUCIARIES
We do not receive commissions and we do not sell any products. We do this so that our advice is strictly in what is in your best interest (also known as a fiduciary duty).
HOW WE CAN HELP
There’s a lot of helpful information on our website, so I recorded this quick video on how you can best utilize our services and resources. You can also look at the two options below the video as well.
Financial Planning Services
1. Review the services I offer people near or in retirement.
2. Review the services I offer people 10 or more years away from retirement.
3. Review the value that a great financial planner can offer.
4. Get to know me a little better on my Meet Scott page.
5. Review the Start My Retirement Process, where you will get a One Page Retirement Plan, outlining what you need to do next in your financial life (regardless of if you hire me or not). This is a complimentary service.
Financial Planning Resources
1. Listen in to my podcast Retirement Clarity Radio (found in any podcast app). If you prefer to read, go to my blog, which is essentially the transcription of the podcast. You can also watch on my YouTube Channel.
2. Watch my free course video course, How To Retire.
3. Read one (or all!) of my three books, as well as numerous shorter PDF downloads. It also includes a video course of my book, “The Retirement Tax Bomb.”
AS SEEN IN
PROFESSIONAL AFFILIATIONS
