The Do-It-Yourselfer. The Ostrich. The Gambler. The Model Citizen. Are you one of these types of clients? On this episode, we’ll take a look at all the different types of personalities that walk through Scott’s door and the unique challenges they face.
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Scott Dougan, RFC, Investment Advisor – Contact
Get ready to rock to the rhythms of retirement wisdom in this week’s episode! We’ve put together the ultimate retirement planning playlist, featuring timeless lyrics that reflect various stages of the planning journey.
Ready for an adventure? Think of retirement planning as climbing a mountain. It’s not just about the climb up; it’s about preparing wisely, tackling the ups and downs, and even planning your way back down.
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Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.
Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.
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