Paul A. Scott, President, ChFC®, LUTCF
Background and Commitment
As an active member of the community, Paul is a past President and Board Member of the National Association of Insurance and Financial Advisors (NAIFA) for the State of Virginia and the local Fredericksburg Association, a member of the Central Virginia Association of Health Underwriters (CVAHU), and teaches insurance continuing education classes throughout Virginia. He is a Board Member of the Fredericksburg-based Partners In Aging and serves on the Advisory Committee of the Alzheimer Association. He is a past Grand Knight and member of the Fredericksburg Knights of Columbus, past President and member of the Chancellor Ruritan Club as well as a member of the Virginia Storyteller's Alliance and the Fredericksburg Chamber of Commerce. He has served on the Board of the Fredericksburg Area Food Bank, the steering committee for the Fredericksburg Chamber of Commerce's Network of Enterprising Women, as well as the Childcare Network, the Battlefield Elementary School PTO and Club Scout Pack 835.
“My philosophy is to live a balanced life with attention to my family, business and health, while serving the community and church. I am a “people person” and enjoy personal interaction with my family, friends, clients and others in the community.”
Scott Insurance & Financial Services works with families and small business owners to identify and cover insurance exposures, develop insurance and financial strategies for personal and financial goals.
“I fiercely guard my status as an independent insurance agent. There are no production quotas or minimums with any company. I don't believe in a “one size fits all” or cookie cutter business model. If it compromises my independence, I don't do business with a company.”
Our goal is to help you plan for financial independence. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement or protecting your estate, we can help you develop a roadmap to work towards your goals and make wise decisions to help improve your financial situation.
The process we follow in completing a total financial strategy consists of:
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Gathering data and analyzing your insurance and financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
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Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
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Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.
Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today!