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Our Approach

It's All About You

Strategies for financial independence

At the end of the day we strive to empower, inspire, and educate all of our clients financially. No matter where you are in your financial journey, our collaboration will be powerful.

Through highly individualized investment plans and open communication, our financial advising services will help you accomplish your financial goals today and for years to come.

CLICK HERE TO SCHEDULE A CALL WITH US


Our Process:

It’s important for us to get to know our clients’ full financial picture prior to making any recommendations. We want to get to know you. your concerns and goals.  We want you to get to know us.  Having open conversations will be the foundation for a successful long term relationship.

Initial Meeting

When you meet with one of us for the first time we will simply get to know one another. The first meeting is a chance for you to ask questions, share the information about your current finances and future goals. This meeting can be done in person or via Zoom or phone.  No recommendations will made until a second or third meeting.  We never charge you for this time.  Any cost of investing will be disclosed before you establish an account and become a client. Your first meeting is a no pressure interaction with a potential advisor to decide if the relationship is a good fit. 

Creating your plan

Then, if you decide that we are a good fit, we'll begin to work together.  We will provide you with your recommendations, a full financial plan, if applicable, and suggest any changes that  may be required.  We'll typically schedule your follow up review meeting a couple weeks out so we can review your new accounts and answer any questions.  You'll also and set you up online access so you can track your progress.

Ongoing support

We will meet regularly and check in often.  We suggest speaking quarterly and meeting at least annually to review and adjust as needed. As you move towards new chapters in your life, we will be here to help navigate the new waters.


Financial

Advice & 

Investment
Management

Investment Services:

Wealth Management

Traditional, Roth, and SEP IRAs

403(b) 401(k)

Stocks, Bonds, and Mutual Funds

Rollovers

Pension Plans

REITs

Alternative Investments

529s and other College Savings Plans

Professional Services:

Full Service Financial Planning

Estate Planning 

CPA and Legal Referrals

Insurance: Life and Long Term Care

Third Party Trust Services

Social Security Guidance

Retirement Income Planning

Education  & College Planning



Insurance
Services

Life Insurance

Long Term Care

Fixed Annuities

Employee Benefits

Professional Planning Services

Estate Planning

Retirement Services

Education Planning

Income Planning

Financial Coaching

Accounting and Legal Referrals

Got Questions?

We Have Answers!


What is an independent financial planner?

As Independent Financial Advisors, we represent virtually countless investment products from hundreds of different companies. We are not limited to investment vehicles offered by just one financial firm. Independent Financial Advisors work directly for their clients, offering unbiased investment strategies and advice.

Who is SagePoint Financial?

SagePoint Financial, Inc, is part of Advisor Group Inc., one of the largest independent Broker-Dealer networks in the industry. SagePoint Financial, Inc. is headquartered in Phoenix, AZ and is home to approximately 1,700 independent financial advisors, wealth managers, and stockbrokers just like us. Our local branch is located at 550 Cochituate Road, Suite 25, Framingham, MA 01701.

Does Scott Advisory Group adhere to fiduciary standards?

Yes, both Jessica and Samantha are series 66 registered and are proud to abide by a fiduciary standard when providing investment advice to clients. Working with a fiduciary helps you, the investor, which can remove the conflict of interest that may exist when financial advisors earn commissions on certain investment products. Although we do offer commission based accounts when suitable, we are required to uphold our clients’ best interest first.

I have multiple accounts with different firms and advisors. What are my options?

It’s quite common to have several different accounts set up. If you’ve ever changed jobs, you probably have an old 401(k). We will review your statements for you and prepare the appropriate transfer forms, if it is in your best interest to consolidate your investments and you decide we are the right financial partner.

Will I receive personalized and professional service?

To ensure each client receives personalized and professional service, we offer standard periodic reviews with our clients. Clients will choose if they want to meet annually, quarterly or even more frequently. Each client will be given direct contact with a Financial Advisor. We personally take and return client phone calls and emails. We are committed to providing you with the best possible service and have ongoing communication systems in place to make sure we are always in touch. Although we are online and have technology that allows us to work remotely, our clients meet us in person most of the time. It’s our pleasure to meet with you face to face.

How do you keep up with the ever changing regulations in the financial industry?

Our Broker-Dealer, SagePoint Financial, offers their financial advisors a variety of learning opportunities including regional and national educational conferences. These events allow us to practice and keep up with the latest compliance and regulatory procedures and operations. We participate in technology training and various networking events which enables us to keep pace with industry trends, best practices, policy changes and new products. Through active attendance and participation in these conferences, we stay up-to-date on all current industry matters. We are also required to undergo annual compliance training in various areas.

What is the minimum amount I need to work with Scott Advisory Group?

$50,000 is the standard minimum to get started. We are happy to accommodate clients whose household investable assets reach this amount.

Do you offer fee-based financial advising services and wealth management?

We offer fee-based financial planning when suitable and when requested. As independent financial advisors, rest assured that our financial advice strives to be comprehensive and unbiased.


Ready to get started?

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