Scott Educational Financial Services and Consulting provides personalized financial planning in Chicago Heights and surrounding areas. We've been helping clients secure their financial future through comprehensive retirement planning, emergency fund strategies, and 401k consulting with flexible meeting options including virtual consultations.

  • What services do you offer?

    We provide comprehensive financial planning including retirement planning, emergency fund planning, 401k supplement planning, and IRA conversion planning. We serve clients in Chicago Heights, Homewood, and surrounding areas.

  • Do you offer virtual consultations?

    Yes, we offer flexible meeting options including virtual meetings, face-to-face consultations, or even in-home visits for your convenience. We're available Monday through Saturday from 9 AM to 6 PM.

  • How do I schedule a consultation?

    Simply call us at (630) 886-6736 during business hours to schedule your personalized consultation. We'll discuss your financial goals and determine the best meeting format for you.

  • What should I expect during my first meeting?

    During your initial consultation, we'll discuss your current financial situation, review your retirement goals, and assess your needs for emergency funds or 401k planning. This helps us create a personalized strategy.

  • Do you help with retirement planning?

    Absolutely. We specialize in comprehensive retirement planning, including Social Security optimization, IRA conversions, and 401k supplement strategies to help secure your financial future throughout retirement.

  • What is IRA conversion planning?

    IRA conversion planning involves strategically converting traditional IRA funds to Roth IRAs to potentially reduce future taxes and create tax-free income in retirement. We'll assess if this strategy fits your situation.

  • How can you help with my 401k?

    We provide 401k supplement planning to maximize your retirement savings beyond your employer's plan. We'll review your current contributions and suggest additional strategies to boost your retirement income.

  • Do you help create emergency funds?

    Yes, we provide emergency fund planning to help you build a financial safety net. We'll help you determine the right amount to save and the best ways to set aside funds for unexpected expenses.

  • What areas do you serve?

    We serve Chicago Heights, Homewood, and the greater Chicago Southland and south suburb areas. Our flexible meeting options allow us to work with clients throughout the region.

  • How much do your services cost?

    Our fees vary based on the services you need and the complexity of your financial situation. During your initial consultation, we'll discuss our fee structure and provide transparent pricing for your specific needs.

Ready to secure your financial future? Call (630) 886-6736 to schedule your personalized consultation today. We offer flexible meeting options to fit your schedule.