Rooted in Trust. Built for Retirement.
At Scott Braddock Financial, we create simple, secure plans that help you enjoy today while preparing for tomorrow.
About Us
Scott Braddock
At Scott Braddock Financial, we believe retirement should be a time of freedom, not fear. Whether you’ve saved $50,000 or $5 million, our goal is the same: to help you make the most of what you’ve worked so hard to build. Using our signature Retirement Compass TM process, we create personalized financial and insurance plans that are clear, cost-effective, and focused on what matters most: security, simplicity, and peace of mind.
We’ve guided individuals and couples from all walks of life through one of the most important transitions they’ll ever face. With the right plan in place, you don’t have to worry about running out of money or making costly mistakes. You get to live your retirement with confidence, knowing you are prepared, protected, and ready to enjoy every moment.
At Scott Braddock Financial, we don’t believe in one size fits all solutions because your retirement isn’t like anyone else’s. Your goals, your timeline, your comfort with risk, and your income needs are all uniquely yours. That’s why every plan we create is fully customized to fit your specific situation.
There is no single “best place” to keep your retirement money. What works for one person may not work for another. We take the time to understand your full financial picture so we can guide you toward the most suitable and secure strategy for your future. Our goal is to make sure your money works smarter and supports the retirement you’ve worked so hard to achieve.
We’d love the chance to connect and learn more about your retirement goals. Whether you’re just starting to plan or looking to strengthen your existing strategy, we’re here to help at no cost or obligation to you.
A quick conversation can go a long way in helping you feel more confident, prepared, and at ease about the future. Let’s talk soon and take the first step toward a retirement that feels simple, secure, and stress-free.
A Financial Plan is not a Retirement Plan
I developed a written GamePlan called the Retirement Compass ® that is designed to mitigate portfolio eroding cost such as taxes, fees, insurance premiums and unearned interest vs the strategy of simply taking on more risk in the stock market. This is a unique five-step process that offers a brand new way of thinking when it comes to reaching your desired retirement.
Our Company Values
We understand that when it comes to financial guidance, you have a lot of options—and choosing the right partner is a big decision. That’s why we want to share the values that guide everything we do. These aren’t just words on a page. They’re the principles that shape how we serve our clients every single day.
People Matter
We believe in building genuine relationships with our clients. Your goals, concerns, and financial well-being are always our top priority.
Integrity Matters
We are committed to doing what is right at all times. You can rely on us to provide honest advice and act in your best interest.
Communication Matters
We value clear and consistent communication. You will always be informed about your plan and the steps we are taking together.
Service Matters
We strive to deliver exceptional service in every interaction. Our focus is on providing thoughtful guidance and dependable support.
