Rushing Scott Wealth Management LLC is dedicated to helping individuals and business owners build their financial futures. While many believe their financial well-being is linked solely to their ability to earn a high income, true financial independence has more to do with understanding and taking advantage of the finances and opportunities you have.
It's more about setting financial goals and learning to use financial strategies that will help you make progress towards your goals. At Rushing Scott Wealth Management LLC we hope you see the value of working with a team of skilled professionals to pursue your financial goals.
It's more about setting financial goals and learning to use financial strategies that will help you make progress towards your goals. At Rushing Scott Wealth Management LLC we hope you see the value of working with a team of skilled professionals to pursue your financial goals.
Services
Rushing Scott Wealth Management LLC adds simplification to the complex details of managing wealth. We provide integrated financial independence planning and develop customized investment portfolios that grow with our client's ever changing lives. Our focus is on innovative strategy and seamless implementation of our client's individualized plan.
I began my professional career after graduating from Angelo State University in 1987 with a Bachelor of Business Administration in Accounting. I later chose to further my education by obtaining a Masters of Business Administration in Finance from East Texas State University in 1994.
After an initial career with a Big 8 Accounting firm, I spent the next 12 years working with a Fortune 500 company in Investor Relations and then Employee Benefit Investments.The past 18 years of my professional career have been focused on providing comprehensive financial planning and wealth management services to a select group of clients.
After an initial career with a Big 8 Accounting firm, I spent the next 12 years working with a Fortune 500 company in Investor Relations and then Employee Benefit Investments.The past 18 years of my professional career have been focused on providing comprehensive financial planning and wealth management services to a select group of clients.
Our commitment to our clients extends far beyond the normal broker-investor relationship. Our wealth management program is a life-planning partnership aimed at helping you achieve your long-term financial objectives. It is a unique program that offers you direct communication with the investment professionals managing your assets.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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