Scott W. Taubman
Founder and Financial Planner at Taubman Financial Management, making financial planning simple, accessible and personal.
- Role
- President at Taubman Financial Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Scott W. Taubman
Founder and Financial Planner at Taubman Financial Management**My Approach**What you can expect when you work with meMy purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:•1:1 financial advice based on your goals and needs.•Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.•Regular meetings to review your goals, progress and investments.•Anytime access to your investments and digital tools to help you stay on track.**Areas of focus**- Estate Planning Strategies- Small Business- Social Security Retirement Benefits**Interests**- spending time with my wife and family- hiking with my rescue dogs- entertaining and cooking for friends- traveling- wine tasting- gardening- golf- sports (especially baseball)
Experience
President
Sep 2022 — Present · Phoenix, AZ, US
Education
University of Phoenix
MBA, Finance and Economics
1981 — 1986
Skills
- Series 31
- Series 7
- Life Insurance
- Finance
- Estate Planning
- Mutual Funds
- Fixed Annuities
- Long-Term Care
- Investment Advisory
- Series 66
- Wealth
- Retirement Planning
- Iras
- Financial Services
- Retirement
- Strategic Financial Planning
- Disability Insurance
- Insurance
- Financial Planning
- Small Business
- Financial Planners
- 401k
- Investments
- Wealth Management
- Term Life Insurance
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