How We Work

We feel (and our clients have told us!) that Scarpetti & Scroggins is beneficially different than the typical retirement planner because retirement planning is what we do, and all that we do. Scarpetti & Scroggins’ advisors has over 70+ years of collective financial planning experience—why not have that experience working for you?

Scarpetti & Scroggins has a consistent three-step process that is followed for each client—from analysis, to recommendations, and then to implementation. Please view Our Planning Process section for more detail.