Richard Scott

My name is Richard Scott. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

After attaining a Bachelor’s of Arts degree from the University of Michigan’s Ross School of Business, I’ve witnessed firsthand the transformative impact of annuities on people’s lives. They provide not just income, but a safety net in a world of financial uncertainties. Unlike traditional pensions, individuals maintain control while enjoying consistent, monthly payments and growth that eliminate the stress of budgeting and offer peace of mind. I’ve guided countless clients over my career, ensuring they experience the type of financial security and tranquility that they deserve.

But I’m not just an advocate; I’m also a certified estate advisor, author, and speaker, specializing in addressing the unique financial needs of the baby boomer generation. My approach is simple: I translate complex financial jargon into everyday language, making it accessible to everyone. I craft personalized strategies to ensure a smooth transition from savings to income during retirement.

In my free time, I love spending time with my wife and three children. I was once a two-sport college athlete at the University of Michigan, and these days I also like outdoor activities like hiking, bicycling, weight lifting and I also enjoy reading.

I reside in Illinois, and even though my office is physically located in Chicago, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Richard Scott