Our Team
At Scott Prosser Financial Group, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Katie Prosser President, Investment Adviser Representative
Katie Prosser, President of Scott-Prosser Financial Group, joined the company in 2011. With a passion for helping clients navigate their retirement journey, she has established herself as a dedicated advisor. Her hard work and commitment to excellence have made her the cornerstone of Scott-Prosser Financial Group. Katie’s approach to retirement planning is both personal and strategic, ensuring that each financial plan is tailored to the goals of her clients.
Under her leadership, Scott-Prosser Financial Group offers personalized guidance and advice to those preparing for retirement. Katie along with the team at Scott-Prosser Financial Group have designed a proprietary approach to retirement planning, Your Financial House, Custom Designed.
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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