In the News

New laws and rules are impacting our taxes, Social Security and retirement savings accounts. I joined CBS 2 News to go over the big changes to our money in 2020.

Welcome to Scott Braddock Financial

We provide retirement, investment, and income solutions previously only available to the ultra-affluent.

The financial world is complex and you deserve an expert guide. We create plans that assist you in building and utilizing wealth in order to arrive at the retirement for which you have so carefully prepared.

We are financial planners, bound to the highest level of ethical and financial standards. We are committed to making the choices that directly benefit our clients and we remain independent while retaining access to a wealth of financial products. (Please watch the video explaining what a fiduciary does.)

At Scott Braddock Financial, we utilize outsourced professional advisors, all with distinct areas of expertise. This allows us to remain diligent in our pursuit to bring you the very best advice possible.

Scott Braddock Financial has partnered with industry leading money managers to provide strategies and portfolio models that were previously only available to the ultra-affluent. Your typical broker or financial advisor may manage 500+ individual accounts, so when changes need to be made quickly, their attention always goes to the client with the most money first. Our platform has eliminated this type of broken system to ensure that the highest level of attention is given to all of our clients simultaneously.

We firmly recognize that our clients are the channel through which we derive our own livelihood. For this reason, our clients receive our highest level of attention, care, and gratitude. We will continue to strive in order to exceed the expectations of our clients and their families.

worry free retirement

Latest News

Why Your Advisor Is Talking to You about Fixed-Indexed Annuities

Once thought of as a single retirement funding source, ...

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Drawing Social Security Early and Still Working? The Social Security Earnings Test is Crucial.

Many people decide to ‘semi-retire’ early and start taking ...

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The SECURE Act Is Law- Notable Changes to Retirement Savings

Effective January 1, 2020, the SECURE Act, a progressive change ...

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Your Retirement Nest Egg- A Carton Full of Options

Many people refer to their retirement savings as a ...

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