Watch This Video To Learn How To Maximize Your Retirement Readiness

About Scott

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If there’s one constant in life, it is change—whether it’s a looming retirement, losing a spouse, career change, or changing needs while in retirement. Would you like clarity while navigating the changes of life? Ask Scott Goodwin. Through his personalized planning process, he can help alleviate the trauma that comes with change—fear, frustration, and feeling overwhelmed by not knowing what to do.  

“My firm,” Scott says, “is committed to instilling the confidence and dignity that comes from understanding your financial situation and planning your financial future. Our true value as your advisor is to partner with you through our Focused program to provide you clarity and a sense of control that will help you sleep well at night.”  

Scott has over 18 years experience guiding people through life’s transitions. His credentials include two designations: Retirement Income Certified Professional® (RICP®) and Certified in Long Term Care (CLTC), which better prepares him to help clients with a range of retirement planning, income planning and long-term care needs.  

As an independent financial professional, Scott is not limited to just one company’s financial programs, but is free to search the marketplace for whatever best suits each client’s unique needs using the industry’s highest rated companies. His services have led to a loyal, growing clientele.  

Scott and his wife, Karen, have been married 20 years and live in Hendersonville with their special terrier, Trigger, who’s a bundle of energy.

Schedule An Appointment for Your Complimentary Retirement Analysis

In this analysis, you'll discover...

  • How to help simplify the issues critical to your retirement.
  • How to transition from a savings plan to an income plan
  • If adjustments are needed to your current retirement strategy.
  • A plan that's aligned to maximize your retirement. 
  • You'll have a process to act as a guide as you go through your retirement.
SCHEDULE AN APPOINTMENT

OUR MISSION

We help advance the retirement readiness of pre-retirees and retirees to help them get the most from their retirement savings. Striving to provide secure income and peace of mind is at the core of each retirement plan.

Two Complimentary eBooks

In these eBooks you will learn...

  • How long your money will last if you stop working today.
  • The appropriate spending rate for your retirement savings.
  • The pre-retirement income needed to maintain your current standard of living.
  • How longevity affects funding your retirement.
  • And much, much more! 

Test Your Knowledge About Retirement Readiness 

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