Scott's Mission Statement

Mission Statement

We proactively serve a select group of families with all of their financial needs by offering rigorous relentless discipline in order to deliver a higher level of predictability for clients to achieve their financial goals.

Areas of Focus

We believe in comprehensive planning to help our clients focus on eight areas of their financial lives and review these on a consistent prescheduled basis in order to help achieve their goals:

Tax situation retirement picture
Estate planning
Insurance assessment
Asset allocation
Education modeling
Disability protection
Net-worth statement/liabilities

By discussing each these items, we can build an individualized financial plan. It is through our focus on these areas of our client's lives and consistent timely communication that we are able to assist our clients in reaching their goals.

Fixed Insurance products and services offered by Brentwood Financial Partners are separate and unrelated to Commonwealth.