Professional

 


My Process:

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 intensly 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. 

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. Lets work together and achieve your dream life. 

The best is yet to come!

 

Education

The American College

CFP®

Scott has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

ChFC®

Addressing the advanced planning needs of individuals, professionals and small business owners. Providing in-depth coverage of key financial disciplines, including insurance, income taxation, retirement planning, investment and estate planning.

CLU®

Providing in depth knowledge on insurance needs of individuals, business owners and professional clients.


Licenses

FINRA Series 7

FINRA Series 6

FINRA Series 22

FINRA Series 63

FINRA Series 65


Professional Memberships

Financial Planning Association

Estate Planning Council of New York

National Association of Insurance and Financial Advisors  

 

Scott Mc Cauley, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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