5 /5 Preston Knauf: Scott was actually the third financial planner I talked with before deciding on him. The first planner didn’t seem interested in taking my modest investment amount in spite of knowing him for many years. Second planner, without telling me upfront, wanted me to purchase a long term health care policy from him that after looking at the numbers I decided against. After I declined, he told me that if I sold other investments and had more money for him he would take me on. Scott didn’t seem to mind my relatively small investment amount and has been honest and straightforward! Any question I’ve had related to finances and retirement, sometimes unrelated questions also, Scott has had an answer. You can tell Scott has a passion for investing and helping people work their way towards retirement and beyond. While I tend to be skeptical of people, Scott has gained my trust and respect over the years I’ve known him. Thanks Scott!