Scott A. Gajda

When it comes to retirement, one of the top questions I’m asked is How much money do I need? The answer varies for everyone but the one thing that remains the same is a solid plan to help you retire the way you want to retire. I’m here to help you get there.

If you’re looking to start a financial plan that can help you reach your goals, give us a call.

We often meet with our client’s children to help start them on the right financial track.

There’s never been a better time to review your goals and measure those against your financial plan. Whether it’s buying a home or saving for retirement, I’m here to understand your evolving financial picture, meet your needs of today, and plan for what’s next. If we haven’t connected in a while, let’s talk.

This #HispanicHeritgageMonth, we’re celebrating our Hispanic employees, advisors, and leaders who are vital to what we do.

It’s simple protection for your income through work, but it may not be enough.

Being ready for anything means protecting your family from the unexpected. I’m here to show you what kind, and how much, insurance you need to protect the life you’ve worked so hard to build for you and your family. Ready to learn more? Let’s take the next step and have a conversation.

Another person you can have a money conversation with? Your financial advisor.

If this is on your mind right now, let’s take a look at your financial plan together.

A potential solution if your school continues with distance learning.

Getting ready to get back into the workforce? Let’s talk about how this affects your financial plan.

When you get to retirement you’ll want savings in more than just a 401(k).

If you need help with your family’s financial plan, we’re here to help.