Scott Farwick is an outgoing business professional who originally started his insurance career in the early 1990's providing healthcare plans for small business owners and self-employed individuals, he has since found his calling by transitioning into estate planning and starting Safe Retirement Plans.  He is passionate about helping retirees’ transition into the preservation phase of life and has consistently demonstrated the ability to develop and implement estate and retirement plans customized to meet each client’s needs and goals. He takes pride in knowing that his clients are in a much better position after working with him and have peace of mind knowing that their monies are safe while also protecting their assets from probate, nursing home spenddown all while creating guaranteed lifetime income and minimizing any tax liability.  

 

Scott is very excited to assist anyone in need of his expertise or needs help with any of the legal documents that are necessary for proper estate planning.  He enjoys educating people on what options they have when it comes to protecting and preserving their assets in order to avoid any unnecessary spend down of assets or tax liability, all while helping families leave a legacy to their loved ones.  He recognizes the importance of these processes and ensures his clients understand the choices they have through proper pre-planning, ensuring that their goals can be accomplished.