Scot Hicks

WORK HISTORY

EDUCATION

ABOUT SCOT HICKS

I focus on retirement planning and investing for business owners, professionals, and their families. I’ve been particularly helpful to those people that are concerned that they might not have enough money to retire on, unhappy that they are not getting the investment returns they believe are possible, or disappointed when it comes to consolidating retirement accounts from previous employers. I have developed a practice here at Independent Financial Group that helps my clients become organized, enlightened, and empowered when it comes to their finances.NMLS # 12•••03CA Insurance Lic. 0K01078I help my clients to not only achieve their goals, but to solve problems they have encountered in the past. Common problems I help with include:• Not happy with investment returns. A common phrase I hear is: “If the stock market is up, why didn’t I make any money?”• A typical client has two, three or even more retirement accounts and plans scattered about and they have little oversight or understanding of what is going on with these assets• How do they begin the process of planning for the future? From college saving to retirement and estate planning, there are many questions that need answers.• Over the years clients have acquired various investments and accounts but don’t fully understand all of their holdings and how they work toward their goals.If you have questions with any of the topics above or just seek more confidence in your finances and retirement planning, then we should talk. Call me at 80••••••03 or send me an email at s•••••@ifgsd.com. I’m here to help!Investment Adviser Representative offering securities and advisory services through Independent Financial Group, LLC, a Registered Investment Adviser. Member FINRA/SIPC.Licensed to sell securities in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete, or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.