Robert Scott ChFC®, CLU®, CAP®

I'm Robert, a Senior Wealth Advisor at Accurate Wealth Management. I work with professionals and business owners who feel they've outgrown their current advisor or are losing too much to taxes. My focus is on reducing tax exposure in retirement accounts, building income strategies that go beyond the 4% rule, and protecting wealth against market volatility. I also advise on estate planning for estates above $10 million. Ask me about reducing retirement tax exposure, generating tax-free income, protecting against market volatility, and estate planning strategies.