Questions that Matter

A Better Investor Experience Begins Here

I strive to develop a unique way to provide investors with a better wealth experience.

One of my many joys is to help you clarify, prioritize and achieve your goals. You face many important questions and decisions about your future, but we believe that there are really only four that matter. And we help solve them every day.

4 Investor Questions that Matter

1 Are You Working with Someone You Can Trust?

We believe: You should work with a financial planning professional who always acts in your best interests by adhering to a fiduciary standard. Independent advisors like R Scott Maxwell Financial have an ethical and legal duty to put you first. This is why it is so important to ask your advisor if he or she is an independent fiduciary. The advice you receive should never be compromised.

Here’s how we do it: Scott is a Certified Financial Planner® professional and president of his own Registered Investment Advisor firm. We are holistic, independent and have a fundamental obligation to provide investment advice that is in your best interest.



2 Do You Have the Plan That’s Right for You?

We believe: All investors should have long-term plans that reflect what is most important to them — their values, needs, concerns and hopes.

Here’s how we do it: Our tools, resources and expertise help you really understand what matters most to you personally and financially in order to put together the best possible long-term plan.


3 Do You Have Confidence Your Portfolio Will Get You There?

We believe: Your Portfolios and your lifetime income plan should be grounded in a time tested investment philosophy designed to give you peace of mind and the highest probability of achieving your goals.

Here’s how we do it: You may benefit from our Asset Class Investing philosophy, which is founded on the idea that markets can create long-term wealth. Our approach is based on decades of investment data and analysis as well as close relationships with Nobel Laureates and leading academic institutions.


4 How Do You Stay on Track?

We believe: No one knows what the future will bring. A good plan should help you stay invested in a variety of market environments and provide you with peace of mind knowing you have an investment and lifetime income plan you can trust. Your plan should also be flexible enough to adapt to your priorities throughout your life.

Here’s how we do it: As markets go up and down, it can be hard to prevent emotions from getting in the way and turning temporary declines into permanent losses. We work closely with you to help you stay focused on the long term and on track to achieve your goals. In addition, we will closely monitor your plan, update you regularly on your progress and make any changes necessary to keep pace with where you are in life.


Invest with Confidence