Scott Braddock Financial
Scott Braddock Financial is the compass you need to arrive at the retirement you want.
Scott Braddock Financial
Safe and Secure Retirement Planning With a Clear GamePlan You Can Count On
Commitment
Feel Confident About Tomorrow with a Plan Designed Just for You
Our five-step Retirement Compass TM Process was built from years of experience to help reduce the costs that eat away at your savings, like fees, taxes, and premiums, so you can enjoy retirement without worrying about stock market ups and downs.
Retirement planning doesn’t have to be complicated. We make it simple with five clear steps, guided by real conversations. Let’s give you a straightforward plan designed to fit your life and goals.
Our clients trust us because we take the uncertainty out of retirement. With a personalized GamePlan that reduces costs and avoids unnecessary risks, they rest easy knowing their future is in good hands.
Discover
We help you shape a personalized retirement vision by identifying goals and challenges—completely free and with no obligation.
Evaluate
Like a doctor’s exam before treatment, your financial journey begins with a free evaluation and written assessment tailored to you.
Modify
Built on trust, our planning aligns with your retirement goals—no pressure, only progress when you’re fully informed and confident.
Activate
Your personalized Game Plan, clearly outlined in a custom binder, provides a simple, organized path to achieve your retirement goals.
Support
Change is constant, so we’re always here with free one-on-one consultations—because real trust means ongoing support.
Income Planning
Let’s build a steady income plan that keeps you comfortable and worry-free in retirement.
- Help you get the most out of your income without losing money to taxes or fees
- Make sure your money stretches as long as you need it to
- Adjust your plan as your life and goals change
Medicare Supplements
We’ll help you find the right coverage to fill the gaps Medicare doesn’t cover, so you’re protected without surprises.
- Make sure your healthcare costs are covered without unexpected bills
- Find plans that fit your needs and budget
- Keep your options open as your healthcare needs change
Legacy & Life Insurance Planning
Let’s make sure your loved ones are cared for and you have the peace of mind that everything is in place.
- Choose the right life insurance to protect your family
- Make sure your legacy is passed on the way you intend
- Keep things simple for your loved ones during difficult times
Our Clients Success Stories
Take a look at how our Clients at Scott Braddock Financial have grown and succeeded with our services.
Spectrum News 1 North Carolina
Scott Braddock Financial, Second Stimulums Bill Approved 2020
What Our Clients Say
Helped navigate regulatory challenges. Valued advisors for strategic financial decisions.
Frederic Hill
Founder & CEO
Stellar support in navigating market complexities. Trusted partners for financial growth.
Safaa Sampson
Account Executive
Innovative solutions tailored to our needs. A reliable partner for our financial excellence.
Brendan Buck
Business Manager
FAQ
Curious About Retirement Planning?
You no longer have to be. We’ve got all the answers you’re looking for.
1.What makes your retirement planning different?
We use a simple five-step written plan called the Retirement Compass TM that focuses on reducing costs rather than taking on more risk.
2.What services do you offer?
We provide income planning, medicare supplements, legacy and life insurance planning, retirement strategies, long term care, estate planning, and tax services.
3.Who do you typically work with?
We work with people who are preparing for retirement or are already retired.
4.How do I get started?
Getting started is easy. Just reach out and we will schedule a time to discuss your options.
5. What is the Retirement Compass TM?
The Retirement Compass TM is our unique planning process designed to help you create a clear, cost-efficient, and stress-free retirement strategy.
Let's connect
Ready to Take the Next Step?
Feel free to fill out the form below. We’ll reach out to you.
An insightful consulting firm with an engaged team, offering solutions blending analytics and creativity.
Scott Braddock
Financial Advisor
