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The Best Client is a Knowledgeable Client
At Scranton Financial Group, our number one mission is client education. 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.
Our seven-step educational process helps you identify those goals and develop the most effective strategies for reaching them. At the same time, we teach you how to avoid the common financial mistakes that typically impede so many retirement plans, mistakes such as inefficient asset allocation, overpaying on taxes, and lack of catastrophic health care planning.
We believe the best client is a knowledgeable client. We believe peace of mind comes from understanding your options, and from working regularly with your advisor to choose the options that will work best for you and your loved ones, now and into the future.
Our team provides experience, knowledge, and alliance, entirely focused on assisting the long-term financial desires of our clients.
Our focus is working with tailored plans and solutions that can potentially allow our clients to build a long-term financial haven.
We educate our clients on a universe of financial areas:
- Investments Wealth Management
- Asset Allocation
- Tax Planning
- Insurance Solutions
- Guaranteed Income Planning
- Estate Planning
- Required Minimum Distributions
- Social Security/Medicare
- Retirement Plan Services