Financial Planning Services | Rushing Scott Wealth Mgmt

About Us

Rushing Scott Wealth Management LLC adds simplification to the complex details of managing wealth. We provide integrated financial independence planning and develop customized investment strategies that evolve with our client’s ever changing lives.

Our Commitment

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 pursue your long-term financial objectives.

Our Process

A strong planning process if vital in creating a sound financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Investment Services

Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest your time helps ensure you’re making the most of the hours you have available.

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.

Tax Planning Strategies

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.

College Planning

Like Retirement Planning, which has to commence long before you enter into retirement, College Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education.

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.