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Our Focus

Investments are a matter of opinion, but taxes are a matter of fact. We understand the demand for lifetime income has gone through the roof. Designing income strategies to combat the tax ramifications of taking retirement income is one of our main focuses. The goal is to help you rediscover and clarify the financial values that drive you and your family.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.
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New Financial Planning Services for Businesses

New Financial Planning Services for Businesses

We have invested in innovative technology in order to offer business owners enhanced Retirement Planning, Estate Planning, Exit Planning, Business Strategy Planning and insurance-based Protection Planning services. This technology provides an approximate, informal business valuation to better inform the strategies employed in our efforts to support your continued success. 

Meet Our Team

What is most important to you?

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Marlon K. Scott, CRPC

Executive Vice President & Wealth Management Advisor

marlon@wsfadvice.com

Paul Boudwin, CWS

Executive Vice President & Wealth Management Advisor

paul@wsfadvice.com

Melanie Butler

Branch Operations Manager

Brian O. Butler, CRPC, CEPA, CPFA

President and Wealth Management Advisor

bbutler@wsfadvice.com

What Our Team Has To Say

Ready To Talk

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