Robert Scott

IFW Financial Professional Robert Scott IFW Financial Professional Robert Scott

Robert graduated from the University of Kansas with a BS in Business Administration and has almost 30 years of experience in the financial services industry. He helps clients with their insurance and investment needs, and he has earned his ChFC® (Chartered Financial Consultant) designation and CLU® (Chartered Life Underwriter) designation from the American College of Financial Services in Bryn Mawr, PA. He and his wife Suzanne have 3 children they homeschooled from 1st grade and a cat.

Robert enjoys oil painting, fitness, travel, linguistics, fishing, snow skiing, woodworking, and writing about financial topics. He also enjoys volunteering for building projects and teaching art lessons when time allows.

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

LICENSES & ACCREDITATIONS

  • Chartered Financial Consultant ChFC®
  • Chartered Life Underwriter CLU®
  • Certified Advisor in Philanthropy CAP®
  • Life/Annuity Licensed

AREAS OF EXPERTISE

  • Strategic Tax Planning
  • Retirement Planning
  • Insurance Services
  • Estate Planning

Robert Scott

Back to top button