Forthright Finances

Hi there! I'm Scott, and I help people retire comfortably with all the money they need without having to sacrifice their current lifestyle.

There are a number of challenges that retirees face, including:

  • The number of pensions going away
  • The confusion of Medicare and Social Security
  • The threat of rising tax rates
  • The enormous number of salesmen looking to sell a product instead of offering independent, objective financial advice
If you’ve had any of these concerns, you are in the right place.  

5 WAYS I CAN HELP:
1 – Schedule a free discovery call with me at StartMyRetirement.us.
2 – Grab a free copy of my books on Retirement Planning at FreeRetirementBooks.com.
3 – Check out my podcast, Retirement Clarity Radio (available on my website or any podcasting platform).
4   Watch my course on impending tax increases at RetireTaxBomb.com.
5   Download my retirement worksheets and checklists at RetirementWorksheets.com.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

275 E Hillcrest Dr Ste 160 #124 Thousand Oaks, CA 91360-7772 Phone: (424) 258-4460

Primary Office

275 E Hillcrest Dr Ste 160 #124 Thousand Oaks, CA 91360-7772 Phone: (424) 258-4460

Other Offices

79 E Daily Dr Ste 192 Camarillo, CA 93010-5807 Phone: (424) 258-4460
2654 W Horizon Ridge Pkwy Ste B5 #1026 Henderson, NV 89052-2858 Phone: (424) 258-4460
10869 N Scottsdale Rd Ste 103 Scottsdale, AZ 85254-5280 Phone: (424) 258-4460
1718 E Speedway Blvd # 4125 Tucson, AZ 85719 Phone: (424) 258-4460