Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Scott, as your Financial Representative can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Scott can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Scott will apply his years of experience in tax knowledge and many investment  strategies to create an approach that is designed to address your individual situation.

 

Deidre

Payroll Processor

(765) 664-5141

(765) 664-5550

Kim

Office Manager

(765) 664-5141

(765) 664-5550

Kim Olds has worked with the business for 25 years. Kim has prepared payroll during those years. She currently manages the office. Kim assist Scott with various task required of the office.

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Mari

Bookkeeper/Receptionist

(765) 664-5141

(765) 664-5550

Scott Olds

Financial Advisory Representative

(765) 664-5141

(765) 664-5550

We have been working with Individuals and Businesses in the area for several years.I have over twenty five years experience in the Tax field. I started investing as a teenager. I hold different designations. I am a qualified...

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