PLAN
FOR
LIFE
LET’S TALK
HI, I’M SCOTT TUCKER
I help military and veterans plan for their financial future
One thing I’ve learned through my years of serving in the military, being self-employed, and traveling the world is that there are a few vital things we all need in order to enjoy life to the fullest: good health, good communities around us, and good financial advice. That’s why I specialise in helping fellow military personnel and federal professionals financially prepare for the many unique transitions they will face throughout their careers. I’m passionate about my work, and take a wholistic approach with all of my clients, building unique financial plans to bring wellness to their wealth, and their lives as a whole.
DO YOU WANT TO BE FINANCIALLY FIT?
GET FREE ARTICLES ON WELLNESS AND WEALTH STRAIGHT TO YOUR INBOX
WHOLE
HEALTH
ETHOS
Let’s go beyond
your bank account
wholistic
Planning isn’t just about investing today for retirement tomorrow. There are so many things that can impact your future. My approach improves the inefficiencies of many plans by ensuring all aspects work together from a financial perspective.
personable
I like to say that my friends become my clients or my clients become my friends. I’m looking to work with fun and like-minded people. No matter where you are located, we are lucky to have technology like Skype that makes it easy to connect anywhere.
transparent
I will always be upfront about our relationship, with clear expectations for each of us, and how we are compensated. I’m looking to develop long term relationships so that we all know the story of your financial life year after year.
transparent
I will always be upfront about our relationship, with clear expectations for each of us, and how we are compensated. I’m looking to develop long term relationships so that we all know the story of your financial life year after year.
sbp
If you are career military or DOD, this decision will be one of the most important you make for your future. Ensuring you have a full, objective analysis could save you thousands. We know what the Government will recommend, but what’s best for you?
sbp
If you are career military or DOD, this decision will be one of the most important you make for your future. Ensuring you have a full, objective analysis could save you thousands. We know what the Government will recommend, but what’s best for you?
foresight
People often lose sight of the near term, only focusing on big goals like college or retirement. But what about the major short term impacts that catch many people by surprise, such as moving to a new duty station, or transitioning out of the military?
tax
Taxes will always be your single biggest expense. Focusing on reducing taxes now sounds nice, but what about the bigger picture? We’ll focus on reducing them over your lifetime, with incredible savings via your new tax strategy.

I’m someone who loves to see people enjoying life, and experiencing that joy along with them. I take a unique wellness-based approach to financial planning, encompassing the lives of my clients as a whole.

The ethos of my work is heavily influenced by the years I spent as an officer in the Army. I listen, problem solve, and devise a clear plan of action, providing my clients with a secure path towards success.
Military benifits
Wellness and wealth
tax and investments
future planning

My sole mission is to serve as a trusted financial resource for both you, and those you care about. Having served my country in the military, I have now turned my focus to serving clients with equal dedication.

As a fiduciary, I am both legally and morally bound to serve your best interests, not my own, and as such work under an asset based fee structure built around you, with no monthly or ongoing fees.

Contact me today for your free consultation, online or in person.
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DO YOU WANT TO BE FINANCIALLY FIT?
GET FREE ARTICLES ON WELLNESS AND WEALTH STRAIGHT TO YOUR INBOX