SERVICES

Money Scientific, where we transform financial dreams into reality! As a fee-only registered investment advisory firm, we are dedicated to helping you build generational wealth.

Imagine a future where your dreams are within reach, where your hard-earned money works tirelessly for you. At Money Scientific, we go beyond conventional approaches. We craft customized plans that align perfectly with your unique goals and aspirations. Get ready for an exhilarating journey toward financial success!

  1. I act in a fiduciary capacity. What does that mean?   I do not sell financial products on commission.   My only purpose is to look out for my clients' overall financial well-being.
  2. Whether you're looking to retire, save more for retirement, fund college, or gift to family & charity, I've got your covered.   Planning is not about being perfect, it's about being less wrong tomorrow.
  3. How should I invest my money? My philosophy is, "begin with the end in mind." When I'm advising my clients, I'm thinking long-term. The purpose of investing determines what kind of account and how to tactically allocate your funds.   No two clients have the exact same goals and financial situation.   Your situation is unique, so should your plan.
  4. How can I minimize taxes? I come from a family of tax preparers.   The passion for tax planning and advice is multigenerational. I help clients implement strategies to reduce taxes over their lifetime.   We plan several years in advance to reduce tax and optimize income.
  5. What do I do about Social Security? Guaranteed lifetime income is powerful. Maximizing your social security strategy is a key component of retirement income. I help map out a plan when best to file.

Comprehensive Financial Plan

Comprehensive financial plans guide your next steps to long-term success. We review your cash flow, savings, investments, insurance, tax, and estate plan to ensure you're on the right track. I communicate action items in easy to digest, bite-size next steps.
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Ongoing Wealth Management

For clients with investable assets of $500,000 or greater we include comprehensive planning at no additional cost. Our philosophy is to implement a reasonable rate of return to drive a successful lifetime plan. Our ideal client values an investment process designed to reduce risk and generate income more than "trying to beat the market."
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