About Us
Our ServicesContact UsClient PortalClient PortalSchedule Now
Schedule Now

Expert Financial Advice for Your Future Success

At Scott Financial Resources, we provide comprehensive financial services tailored to your unique needs. We're here to help you achieve your financial goals and secure a prosperous future.

Schedule Now

Customer Testimonials

Read what our clients have to say about our services.

"Scott Financial is more than just an advisor, they’re a financial ally. Travis’ insights have helped me navigate complex situations around taxes, Medicare, Social Security, and my investments. He is always available and ready to help. I tell everyone to give him a call. I wouldn’t recommend anyone else."

- Tom S.

"Having a professional manage my money was always something I was concerned about. A friend of mine is a client, and told me about their no cost, no obligation initial consultation process. Travis was professional, prompt, and not pushy when it came to me providing sensitive information. He put my fears at ease and has provided me with peace of mind when it comes to my financial future. Highly recommended!"

- Cheryl S.

"Working with Travis has been a transformative experience. His expertise in financial planning has not only secured my financial future but also provided me with the peace of mind I desperately needed."

- Mary Ellen K.

"Travis first helped me with my taxes, even driving out to pick up and drop off my documents. He advised me on restructuring my income distributions to lower my taxes, introduced me to his financial planning services, and didn't charge me extra for additional help with Medicare and my Will. I highly recommend Scott Financial to everyone!"

- Adam C.

"Simply… the best around. No other advisory firm compares to the level of care and service given by Travis and his team."

- Mike C.

"I've worked with Travis for a number of years. He is very professional and knowledgeable. I enjoy every time he comes to visit to go over my finances. You don't get that kind of service anymore. I recommend Travis and his company to anyone."

- Judi W.

These testimonials represent individual client experiences and are not indicative of future performance or success. Clients were not compensated for their testimonials.

Experience and Success in the Financial Industry

Scott Financial Resources has a proven track record of providing exceptional financial advice and services.

No-Cost Initial Consultation

Clients receive a comprehensive financial plan at no cost and with no obligation, allowing them to explore financial planning options risk-free.

Billing in Arrears

As a fee-only fiduciary, SFR charges a quarterly asset-based fee that includes all services, dedicated to providing clients the best value.

Schedule Now
Our Services

Our Mission

At Scott Financial Resources, our mission is to deliver exceptional, tailored financial services, prioritizing each client's unique needs. We uphold ethical excellence and transparency, building trust through honesty. Our personalized strategies avoid generic solutions, and we strive to create a diverse community united by expert financial guidance and support.

Client-Centric
Approach

At Scott Financial Resources, we prioritize our clients' needs by providing a  personalized, white-glove service that ensures exceptional satisfaction.

Unwavering Integrity and Trust

We uphold the highest ethical standards, ensuring honesty and transparency to build lasting trust with our clients.

Personalized Financial Solutions

We deliver tailored financial advice that meets each client's unique needs, avoiding generic solutions and fully integrating into their financial lives.

Community and Relationship Building

We strive to create a strong community by uniting individuals from  diverse backgrounds through comprehensive financial guidance and  support.

Schedule Now
Your Financial Partner

Empowering Financial Success

Providing Comprehensive Financial Services for Hanover, PA

Trustworthy

Experience and Expertise in Financial Services

Let us help you achieve your financial goals with our personalized services.

Specialized

Tailored Financial Solutions for Your Needs

We are committed to helping you make informed financial decisions.

Experienced

Secure Your Financial Future with Us

Let us guide you towards a stable and prosperous financial future.

Expert Financial Advisors at Your Service

At Scott Financial Resources, we offer comprehensive financial advice and services to meet all your needs.

Schedule NowOur Services

Frequently Asked Questions

Find answers to common questions about our financial advising services.

What is financial advising?

Financial advising provides guidance on managing finances to achieve goals, including investment planning for growing wealth, retirement planning for future needs, tax planning to minimize liabilities, estate planning for managing and transferring assets, insurance planning for risk protection, and budgeting and savings for creating budgets and managing debt. Advisors create personalized plans for each client's unique situation.

How can I benefit from financial advising?

Financial advising helps you make informed decisions to achieve your financial goals. Benefits include tailored investment strategies, effective retirement and tax planning, efficient estate and insurance planning, and personalized budgeting and savings advice. This comprehensive approach can improve financial security, reduce liabilities, and ensure your financial plans align with your unique needs and objectives.

How do I choose a financial advisor?

To choose a financial advisor, look for qualifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) and consider their experience and proven track record. Ensure their services align with your financial needs and understand their fee structure, whether fee-only, commission-based, or a combination. Check reviews, testimonials, and ask for references to gauge their reputation. Finally, select someone you feel comfortable with and who communicates clearly. Taking these steps will help you find a trusted advisor who meets your financial planning needs.

What services do you offer?

We offer a comprehensive range of financial services, including tax preparation, investment and portfolio management, retirement income withdrawal strategies, tax-efficient withdrawal strategies, and tax planning. Additionally, we provide healthcare and Medicare planning, Social Security planning, pension analysis, annuity analysis, and estate, gift, and charitable planning to help you achieve your financial goals and ensure long-term financial security.

How can I get started?

Reach out to us via the Schedule Now button or call the office at 717.310.6338 to schedule your free initial consultation.

Contact us

Have questions? Get in touch with us!

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Email
info@scottfinancialresources.com
Phone
717-310-6338
Office
123 Sample St, Sydney NSW 2000 AU
Get Directions
Address:
11 Carlisle St., Suite 306, Hanover, PA 17331
Hours:
Monday - Friday: 9am - 5pm
Contact:
info@scottfinancialresources.com
About UsWhat We DoClient PortalSchedule Now
© 2024 Relume. All rights reserved.
Website Designed & Developed by Unique Pro Media
Privacy PolicyDisclaimerADV's