Scott Mc Cauley, CLU®, ChFC®, CFP®

Wealth Management Advisor

My Process:

I based out of Albany, NY and I absolutely love what I do. I help people achieve their dream life. I take stress out of my clients life by using my skill set, doing what I'm good at, and allowing my clients to do what they're good at and enjoy their lives more fully. 

My clients often come to me with an assortment of different investments that they've made throughout their careers and lives. They often know what they want their financial goals to look like but don't know how to make sense of all the different pieces they have. That's where I come in.

I have a unique ability to see through the complex workings of a person's financials and to put together the most optimal plan for them based on their current situation and their future goals. 

I intensely listen to clients so I can understand how they feel and what their specific dream life looks like. Whether you're recently divorced or widowed and dealing with your own financials for the first time, have recently been promoted and have additional income, or anywhere in between, together we will develop your ideal plan to get you where you want to be. 

 

 

My clients enjoy knowing they have a plan in place to get their money working for them in a tax efficient manner so they can focus on things they enjoy with the confidence that their financial plan is in good hands. 

I start by listening, by learning about you, your specific situation, circumstances, and your goals and dreams. I do more than create a planning solution, I build a personalized strategy specific to you and your situation and I help you along the way to achieve your goals. 

If you don't know where you want to be any road will take you there. However if you have specific goals or a picture of what your dream life looks like I can help you achieve it. People often like to start off with my Values-Based Financial Planning or my Fee-Based Financial Planning. This gives my blients a good idea of where they want to be and how we're going to get there. 

Working together you'll learn that accomplishing your goals is all about clarifying what you want, putting a plan in place, and building confidence. If you want more out of life, more out of your financial situation, then I'm here to help you every step of the way. 

Over the last 30 years as a financial advisor I've found that every situation is different based on a person's circumstances and individual goals. But what isn't different, what doesn't change, is that the people who stick to the plan we put in place achieve their desired lifestyle. 

This is your life, you get one chance at it, and I'm here to help you make the most out of it.

Things don't have to be complicated, let me help you make things simple. 

Your dreams matter so don't settle. It's never too late to achieve your goals and I am here to help you achieve them. 

Call me today. Let's work together and achieve your dream life. 

The best is yet to come!

Services my team offers: 

Personal Profile

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck