Get In-Touch With Scott Jr.

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I thrive on the relationship building process with all my clients.

Solutions To Fulfill All Your Financial Needs

Investments:

Full Service

Brokerage 

Wealth Management Services 

Mutual Funds 

Annuities-Variable

& Fixed

Unit Investment Trust 

Closed End Funds

About Scott Richardson Jr.

Scott is no stranger to business. With over 10 years of business experience, it runs through his whole family as entrepreneurs. “I grew up watching my mother who owned a retail store and my father who still operates a financial planning firm.” Scott got the desire to one day operate his own organization while in college. He soon became a co-founder of a successful E-Commerce business he operated for many years before selling it. “Learning how to negotiate contracts, talk with venture capitalist and developing a customer service platform, was a better education then anything I ever learned in college.”

After the sale of his business, Scott ventured into his second career. Working as an advisor with his fathers firm has been a great segue from his former career. “It was a perfect transition with my background to help those looking to plan for the future.”  With a brief stint in Cleveland working at a regional bank as an advisor, was the decision of a lifetime as he met his future wife (a Louisville native) while there. Scott says…”I had to go out of town to find a local girl.”

Scott is an avid outdoorsman and enjoys playing golf, especially now since the weather is getting better.

As life takes us on many roads, so does planning for ones future. Scott loves the challenges that come with ones changes in life. He likes the emotional connection that is created with planning ones future.  “It is not about product, but process, as we try to decipher the intricacies and the details of ones goals.”

Retirement Income

Analysis

Qualified Plans

IRA Rollovers 

Simplified Employee

Pension (SEP) 

SIMPLE Plans 

Pension Plans 

Profit Sharing Plans

401(k) Plans 

403(b) Plans

Retirement:

Long Term Care

Universal Life 

Variable Life 

Second to Die 

Term 

Whole Life 

Split Dollar 

Arrangements

Insurance:

10503 Timberwood Circle, Suite 205, Louisville, KY 40223