Financial Planning

Welcome to the financial planning area of our Web Site. This section covers the basics of investing and investment products. A financial questionnaire is available to help you provide the information needed to begin the financial planning process. There are links to get stock quotes and other valuable financial planning information.

Scott's Tips for Financial Success:

1. Spend less each month than you make and do it a long time.

Financial success starts with spending less than you make. Then you can use the surplus dollars to reduce debt or save for your future.

2. Pay yourself first. Don't try to save what's left over. Instead, put money in savings at the beginning of the month instead of at the end. Trying to save what's left over can be a disaster.

Social Security Retirement Calculator- Estimate Your Retirement Benefits

The Price for Immediate Gratification - Are you sure you want to make that purchase?