We act as fiduciaries whereby we put our client's interests first and do that by being objective,
transparent and by creating a non-static financial plan that acts as a GPS. We use the 7 Step
Planning Process of the CFP® Board of Standards. This process takes a holistic approach to wealth
management so that you gain clarity about your money and the affects of your decisions as related
to your financial goals.
We cater to those who value objective advice and who have at least $500,000 in securities and/or
cash and are willing and able to work remotely via Zoom and phone.
Do you know for sure if you are on track to meet your financial goals? Do you know what your probability of success is for reaching your financial goals? If you can't answer these two basic questions then we invite you to find out by contacting us for a confidential probability of success analysis that uses a process that only takes 5 minutes to complete. Don't you owe it to yourself and loved ones to know where you stand?
When you complete your initial Zoom Call with Scott he will send to you The Family Preparedness Workbook. Who Should Get This? Anyone who wants to safely organize medical and financial information (personal and/or business), store key information, or organize essential documents. Set your no obligation Zoom meeting when we call/email you. This is a TRULY limited time offer for sure. So be sure to respond (voicemail)/email when we reach out to you.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated.
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I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
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Certified Financial Planning - Financial Planning
Bachelors of Science -
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SD Martin Financial Services, Inc. are not affiliated. We do not provide legal nor tax advice. Please seek out the appropriate professional.