Frequently Asked Questions

Why hire a financial advisor?

Many people don't have the time or knowledge to formulate & execute necessary financial decisions, yet they know that planning for the financial future is crucial. At Scranton Financial Group, we work as your personal financial assistant to develop a plan which will help you enjoy a lifetime of financial security.

Some advisors are not willing to spend the time to educate you. We believe an informed client is a good client. We believe peace of mind may come from understanding your options.We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.

See our Mission Statement

What makes Scranton Financial Group different?

Our number one mission is client education with the objective to steer you on a course toward a lifetime of financial security through conservative, income-generating financial strategies. We want to work with you to ensure that you make informed, educated decisions that will best suit your current needs and enable you to achieve your long-term financial goals. We will teach you the basics of investing, the importance of financial defense, the essential facts about market history, what you need to know about interest rates, bond funds and strategic investing, and the difference between income and cash flow.

Our comprehensive method allows us to incorporate all the financial aspects of your life:

  • Retirement Planning
  • Wealth Management
  • Asset Allocation Strategy
  • Investment Planning
  • Tax Planning & Preparation
  • Social Security Planning
  • Estate Planning
  • Required Minimum Distributions

How do you educate your clients?

We offer free seminars on a variety of financial topics to ensure that our clients, their friends & family, and the public, are well informed when it comes to their financial well being:

  • Social Security
  • 401K
  • Income Planning
  • Annuities
  • ETFs, Bonds, REITs & CDs
  • Taxes
  • RMDs (Required Minimum Distributions)

Do you accept referrals?

Yes. Many of our new clients have been referred to us by existing clients and other trusted professionals.

How do I get started?

Call our office or e-mail our Client Relations Specialist to receive materials, make reservations for one of our free workshops, or to set up a complimentary meeting.

Is there a cost for the initial meeting?

No. We offer an initial, complimentary meeting to determine whether or not we can effectively assist you in making sound financial decisions.

What should I bring for the initial meeting?

Prior to your initial meeting, we will send you via mail or e-mail (your preference) a confirmation letter stating the date & time of your meeting, a Confidential Financial Questionnaire and directions to our office. Please bring the following:

  • A copy of your most recently filed Federal Tax Return.
  • Social Security Statement Click here for instructions
  • Any financial statements pertaining to your personal financial situation. (Mutual fund statements, brokerage statements, bank information, retirement fund accounts…)
  • Your trust (if you have one).
  • Written out questions (we have found that if you take the time to write out your questions or concerns they will not be forgotten).
  • The Confidential Financial Questionnaire sent to you.

Please call our office at 860-399-8202 or email info@scrantonfinancialgroup.com to receive a free report or set up your complimentary meeting.