Retirement and Financial Services Offered

The co-founders of the firm, each with over 30 years of experience, established the company with the objective, the mission, of client preservation and conservation of wealth.

Scarpetti & Scroggins provides clients with the financial confidence and certainty that comes from good retirement planning as part of our retirement-based financial services, some of which include:

Retirement and Financial Planning Services

  • Annuity and Pension Planning
  • Accumulation and Distribution Planning
  • Income Planning
Estate Planning
  • Will and Trust Planning
  • Life Insurance
  • Charitable Gifting
  

Situational Planning

  • Tax Preparation and Counseling
  • Disability Insurance
  • Long Term Care Insurance
  • Military and Veterans Benefits

Business Planning

  • Continuity, Succession and Buy-Sell Planning
  • Defined Benefit and Deferred Compensation Programs

 


Family