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Phil Scott

Phil Scott is an Investment Advisor Representative with over two decades of experience in the Financial Services Industry. He is a Registered Representative with LPL Financial and Investment Advisor Representative with Advantage Investment Management (AIM). Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM), a Registered Investment Advisor and separate entity from LPL Financial.

Recent Posts


What's New With Social Security?

Posted by Phil Scott on February 9, 2017

Laws that were enacted as part of the Bipartisan Budget Act of 2015 included several new rules that might affect your Social Security and other tax benefits.

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Topics: Retirement Savings Plans

2017 Retirement Plan Contribution Limits

Posted by Phil Scott on December 20, 2016

The Internal Revenue Service has announced 2017 amounts concerning retirement plan limits and related tax qualified benefits. Please take a moment to review and determine how this might affect your planning in 2017.

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Topics: Retirement Savings Plans

'You can't take it with you' - maybe

Posted by Phil Scott on October 20, 2016

Much has been written about generations in the workplace, most of it focused on baby boomers and millennials. Just like a middle child, members of Generation X have been largely overlooked with regard to their long-term financial needs.

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Why Do People Overspend?

Posted by Phil Scott on October 6, 2016

Our tendency to break the bank is as much hard-wired into our psyches as it’s learned from friends and family. Why is this so?

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Topics: Retirement Savings Plans

Procrastination Can Cost You

Posted by Phil Scott on August 18, 2016

Putting off retirement savings is a missed opportunity

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Topics: Retirement Savings Plans


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