Does Your Financial Plan Match your lifestyle?

 

Build a custom-designed Financial House that’s tailored to you and your needs.

Is Your Financial Plan in line with your lifestyle?

 

Build a financial House that’s Custom Designed for you.

You Wouldn’t Build A House Without A Blueprint,

So Why Would You Retire Without A Plan?

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Discover how our financial house process can help you create a retirement plan that gives you peace-of-mind

Financial Planning
Building Financial Plan
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Learn how our financial house process can give you peace of mind as you enter retirement, showing you’ve reviewed every aspect and corner if your financial plan.

DESIGN

Share your story with us. We craft your blueprint from your life, priorities, and values to help you build a custom designed Financial House.

BUILD

We review your custom design with you. Once we have your stamp of approval, we break ground by putting your plan into action and building your financial house.?

MAINTAIN

We make regular inspections. If your life, priorities or values change, we can update and renovate your financial house as necessary to fit your needs.?

Scott-Prosser Financial Group Services

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Tax Reduction Strategies

Retirement Income Analysis

Social Security Planning

Risk Management

IRA & 401K Information

Investment Risk Analysis

Pension Planning

Medicare & Supplements

Life Insurance Programs

Legacy Preparation

Meet Your Financial Architects

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Eric Scott

Eric L. Scott

INVESTMENT ADVISOR REPRESENTATIVE

Katie Prosser

Katie Prosser

INVESTMENT ADVISOR REPRESENTATIVE

With over 45+ years of combined experience, our team of Financial Architects are here for you! We can help you design a Financial House, created to offer you a complete plan needed in retirement. We can give you an overview of your current financial plan to see if changes need to be made. The Financial House is our firm’s PROPRIETARY PROCESS that gives you a blueprint to follow as you transition from your career to retirement, and through your retirement years.

More Information

Learn more about our process, our services, who we are, and what we can do for you.

Our Affiliates

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BBB Accredited Business
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APO Financial Wealth Management
St George Chamber of Commerce
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Ready to Build Your Custom-Designed Financial House?

Let’s Start a Conversation.

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Investment advice is offered through APO Financial Services, LLC (“APO”) 10155 Westmoor Drive, Suite 175, Westminster, Colorado 80021-2627. APO Financial Services is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services Scott-Prosser Financial Group and/or APO Financial Services offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to APO’s registration status, its business operations, services and fees, and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://apofinancial.com/disclosure/.