Rushing Scott Wealth Management LLC
Rushing Scott Wealth Management LLC simplifies wealth management by offering integrated financial independence planning and customized investment strategies that evolve with clients' changing lives.
About
Rushing Scott Wealth Management LLC adds simplification to the complex details of managing wealth. We provide integrated financial independence planning and develop customized investment strategies that grow with our client’s ever-changing lives. O
ur commitment extends beyond the normal broker-investor relationship, forming a life-planning partnership aimed at helping clients pursue long-term financial objectives. Our process emphasizes a strong planning approach to create sound financial plans that protect current needs and plan for the future in a tax-efficient manner.
Services
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Investment Services
Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.
Asset Management
You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
Tax Planning Strategies
It’s said that only two things are certain in life: Death… and Taxes! With prudent planning and foresight, there’s a lot you can do to minimize the latter.
College Planning
Like Retirement Planning, which has to commence long before you enter into retirement, College Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.
