Charles Scott

Investment Management, Financial Planning, Estate and Retirement Planning, Social Security Planning, Divorce Financial Planning

Financial Advisor at Pelleton Capital Management Ltd. in Scottsdale, AZ

About

Your financial life, is like a big jigsaw puzzle. Our planning and investment process is your puzzle's box top. Helping you to put the puzzle pieces together so they fit correctly, and providing you the outcome you desire.

Address
7231 E. Princess Blvd Suite 208 in Scottsdale, AZ 85255
Info
Year started: 1982

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by swh3009
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
As the folks in the land business like to say, "They aren't making any more of it." Do you have the funds available today? Will the land likely cost more ten years f...
Q&A
Asked by an anonymous user
Answered by Barry Rabinowitz
Financial Adviser in Plantation, FL
Hi, I do not know how old your husband is, but the earlier you start saving for retirement the better. You can start a 401(k) plan and put away $18,000 per year and...
Q&A
Asked by Jonathan
Answered by Charles Scott
Financial Advisor in Scottsdale, AZ
Jonathan, To answer your question completely I would need a bit more information, but a 75% employer match would make your pre-tax 401(k) contribution look like a good...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Certifications

AIF®

Accomplishments

Background

Experience

Investment advisor

Education

Univertity of Washington