WATCH SCOTT · 2:51
Helping people prepare for retirement
Scott describes one-on-one meetings, personalized illustrations, and ongoing support for retirement plan participants.
In this video
People have different incomes, responsibilities, and questions. Scott explains why he meets employees individually, where they work, instead of relying only on group meetings or sample illustrations.
He uses each person’s situation to discuss contributions and retirement possibilities, then stays available for follow-up questions. His aim is to become the person participants know as their “401(k) guy.”