Frequently Asked Questions

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 greater financial stability.

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 investment options. We tailor your financial strategies to help assist you in achieving your specific lifetime goals and objectives.

Our number one mission is client education with the objective to help steer you on a course toward a lifetime of greater financial stability through more conservative, income-generating financial strategies. We want to work with you to help ensure that you make informed, educated decisions that will best suit your current needs and help 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

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

• Social Security
  
• IRA and 401(k) Mistakes
  
• Income Planning
  
• Annuities
  
• ETFs, Bonds, REITs & CDs
  
• Taxes
  
• RMDs (Required Minimum Distributions)
• Life Insurance
• Estate Planning

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

Call our office to receive our brochures, make reservations for one of our free workshops, or to set up a complimentary meeting.

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

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 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.