Profile
East Tennessee Financial Planner Scott Marion, a Certified Financial Fiduciary® and National Social Security Advisor at Capital Choice, prioritizes education over your financial situation or expertise. Through thoughtful questions, thorough explanations, and personalized financial plans, he always has your best interests at heart.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Services Offered by this East Tennessee Financial Planner:
- Roth / Traditional IRA
- Individual / Joint Account
- College / ABLE Account
- SEP IRA / Simple IRA
- 401K Solution
- Managed Money / Advisory
- Variable Annuity
- Fixed / Indexed Annuity
- Debt Elimination Plans
- Asset Protection Plans
- Retirement Plans
- 401(k) Planning
- 403(b) Planning
- College Planning
- New Home Purchase Planning
- Small Business Strategies
- Individual Term Life Insurance
- Group Life Insurance
- Disability Income Insurance
- Long-Term-Care Insurance
- Final Expense Life Insurance
- Hybrid LTC Insurance
From helping you find the right protection for your assets and income, to eliminating debt and investing for the future, we help you develop a roadmap to improved financial health. No two people are the same. Our deep financial knowledge and broad life experiences inform our every decision.
We believe everyone deserves the choice to take control of their own financial future. So, we take a holistic approach to financial wellness. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future.
If you would like to get in touch with my East Tennessee Lender, click here for more information. Follow me on Facebook!