Scott Gordon-Macey, CFP®, CHFC®, CASL®, MBA

CONNECT

Address:

441 West River Road 2nd Floor North
Brattleboro, VT 05301

Phone:

(802) 254-7756

Fax/Other:

(802) 451-1967

Financial Planning

 

 

 

 

 

What is Financial Planning?

  • Financial Planning is a holistic process that people undergo for financial therapy. Clients want clarity on their overall financial situation, and want to be educated on their choices.
  • Our theraputic process, let's clients engage, be educated, and understand all their options; which leads to being in control of their financial future, with a team of advisors to act as their guide in their financial journey.
  • The link and video below, shows the process we use to help people gain clairty, using the interactive web-based PFV- Emoney solution.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck