Concierge Financial
Concierge Financial

Concierge Financial

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Introduction: Russ Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He has been passionately advising clients since 2004 and has proudly served Florida since 2010. He double-majored in Finance and Real Estate at Baylor University and has extensive experience and expertise in financial planning matters. Whether Retirement Planning, Social Security strategies, Medicare Plans, or Life Insurance; Russ's goal in any interaction is to learn first, educate second and then he will be able to sufficiently assist in choosing the right solution. This holistic approach should take into account all aspects of the client's financial situation to find the right balance of insurance, savings, and investments which helps achieve sustainable, long-term goals. Russ Scott takes great pride in being a well informed, holistic advisor. To that point he is also very experienced with Medicare Insurance, Health Insurance, Long-Term Care Insurance, and Disability Insurance. He is certified with CMS (Centers for Medicare and Medicaid Services) for both Medicare and the Health Insurance Marketplace.
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License Type: Insurance - Agent (FL)

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James Scott

FAQs

  • What education and/or training do you have that relates to your work?

    Russ Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He has held appropriate securities and insurance licenses since 2005. He double-majored in Finance and Real Estate at Baylor University and has extensive experience in wealth management and financial planning. He is certified with CMS (Centers for Medicare and Medicaid Services) for both Medicare and the Health Insurance Marketplace.

  • What types of customers have you worked with?

    I get the sense that a lot of people think they have to be in perfect health to qualify for life insurance. The fact is many people that buy life insurance are overweight, have high cholesterol, high blood pressure, etc. Also, people seem to think life insurance is very expensive. Very often my clients are shocked at just how inexpensive it is.

  • What advice would you give a customer looking to hire a provider in your area of work?

    Ask questions that give you insight on their character. Perhaps inquire about their upbringing, their family, their education. Gain full and unwavering trust in your financial advisor otherwise do not hire them.