Financial decisions should be based on trade-off analysis. Should we invest in a rental property or an investment account, should we take Social Security sooner or later, should we gift assets to a Charitable Remainder Trust or pay the taxes on a highly appreciated asset?
It’s possible to assign numbers to these scenarios. Yet despite all the quantifiable data often times decisions come down to emotions like comfort, security, fear, envy, etc. Do you feel good about the financial decision you made? Can you commit to it?
It’s important to balance the “numbers” with emotion.
Scott is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a CERTIFIED EXIT PLANNING ADVISOR. He is a member of Lincoln Financial Advisors’ Premier Partners® Program*, one that represents a superior level of professional achievement earned by financial professionals for their commitment to client service, professionalism and business production. Since 2004, Scott has been well versed in all areas of financial planning, with a special focus on investment and estate planning.
Scott is a graduate from the University of Washington with a B.S. in Finance. He is married with two young children.
*Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.