Hello, I’m Scott Stratton, CFPⓇ, CFA. Since 2004, I’ve been helping families like yours with their life insurance. Whether you are looking for a basic Term Life plan, Business Life Insurance, or solutions for your Estate Planning, I provide independent advice on how to accomplish your goals.
Life Insurance Solutions
Life Insurance is not a one-size-fits-all solution. As a CERTIFIED FINANCIAL PLANNER(TM) professional, I believe in using the right tool for the job. For young families looking for income replacement, that may be Term Life Insurance. For business owners, we can help with Buy/Sell agreements, succession planning, or family liquidity needs. Charitable giving, estate planning, and family legacy goals are also reasons to consider life insurance. Not everyone needs life insurance, but there are many situations where life insurance could have made a big difference for a family or business.
As an independent agent, I can compare products from leading companies to help you find the right solution and the best price. We work with financial planners to fulfill the insurance objectives within your financial plan. We work with attorneys helping business owners and high net worth families with their business and estate planning. And we are always available to review your existing policies to evaluate if they are still meeting your needs and consider if any better alternatives exist.
Background
Scott Stratton holds the CFPⓇ and CFA designations and a Certificate in Financial Planning from Boston University. Scott is a graduate of Oberlin College and received his Doctorate from the University of Rochester.
Experience
Scott has been an independent agent and financial planner since 2004. He focuses on financial planning as being the engine to determine solutions, rather than starting from an insurance or investment perspective.
Leadership
Scott is the founder and owner of Good Life Wealth Management, a Registered Investment Advisor. He is a member of the Chartered Financial Analysts Society, and the Financial Planning Association, where he has been a mentor for 10 years.
Outside Work
Scott’s interests outside of finance include travel, hiking, and classical music. Scott is a conservatory-trained musician who performs with several professional orchestras.