Helping clients optimize their financial and retirement options
Helping clients optimize their financial and retirement options
Helping clients optimize their financial and retirement options
We design strategies to maximize your financial potential
We design strategies to maximize your financial potential
For 28 years, McCright Financial Group has consistently observed that most people will not achieve their optimal financial potential. Why is this? Despite having sufficient income and resources – most people lack the knowledge and time to properly research financial decisions, are unaware of common wealth-eroding factors, and yes, receive bad advice.
To help our clients overcome these obstacles, our firm focuses on the “why” and “how” of retirement income planning, rather than the products. This philosophy helps our clients hold on to their hard-earned wealth and benefits that are often lost or transferred in the form of taxes.
If you’ve accumulated assets, are a retiree or near-retiree, and are interested in putting a strategy in place to maximize your retirement income, we are here to help you. We are focused on offering our clients the protective strategies to help them prepare.
Are you ready to get started? There is no time like the present to plan for the future.
For 28 years, McCright Financial Group has consistently observed that most people will not achieve their optimal financial potential. Why is this? Despite having sufficient income and resources – most people lack the knowledge and time to properly research financial decisions, are unaware of common wealth-eroding factors, and yes, receive bad advice.
To help our clients overcome these obstacles, our firm focuses on the “why” and “how” of retirement income planning, rather than the products. This philosophy helps our clients hold on to their hard-earned wealth and benefits that are often lost or transferred in the form of taxes.
If you’ve accumulated assets, are a retiree or near-retiree, and are interested in putting a strategy in place to maximize your retirement income, we are here to help you. We are focused on offering our clients the protective strategies to help them prepare.
Are you ready to get started? There is no time like the present to plan for the future.
Our Process
McCright Financial has used the LEAP® system for 25 years to help guide our clients through the process of understanding their assets. We incorporate your data into the LEAP® Model to generate an asset strategy for protection, savings and growth. This allows our clients to see their entire financial life at a glance with this straightforward, uncomplicated process. It provides insight into lost opportunities, ways to recapture those opportunities, a full-scope analysis, and constant collaboration.
Watch this video to learn more about how the LEAP® system can benefit clients just like you.
Our Five Step Process:
QUESTIONNAIRE
Meet and complete a questionnaire to get to know your situation better.
REVIEW
Review the questionnaire, your financial documents, and your overall current financial profile.
ANALYSIS
Present results of our analysis, covering your current situation and what the future could look like including strategies for asset protection, savings and growth.
STRATEGY
Implement agreed upon strategies discussed at prior meetings.
FOLLOW UP
Meet periodically to review your plan and make adjustments as needed.
Our Five Step Process:
QUESTIONNAIRE
Meet and complete a questionnaire to get to know your situation better.
REVIEW
Review the questionnaire, your financial documents, and your overall current financial profile.
ANALYSIS
Present results of our analysis, covering your current situation and what the future could look like including strategies for asset protection, savings and growth.
STRATEGY
Implement agreed upon strategies discussed at prior meetings.
FOLLOW UP
Meet periodically to review your plan and make adjustments as needed.
Our Five Step Process:
QUESTIONNAIRE
Meet and complete a questionnaire to get to know your situation better.
REVIEW
Review the questionnaire, your financial documents, and your overall current financial profile.
ANALYSIS
Present results of our analysis, covering your current situation and what the future could look like including strategies for asset protection, savings and growth.
STRATEGY
Implement agreed upon strategies discussed at prior meetings.
FOLLOW UP
Meet periodically to review your plan and make adjustments as needed.
Watch this video to learn more about how the LEAP® system can benefit clients just like you.
Services designed with you in mind
Customized options to meet your needs
Insurance Maximization
We believe that insurance coverage should be maximized so there is nothing left to chance. People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what happens in life, clients have a safety net in place.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs or a charity, or want to develop a business succession plan, we can help design a strategy to accomplish your goal.
Tax Strategies
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Insurance Maximization
We believe that insurance coverage should be maximized so there is nothing left to chance. People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what happens in life, clients have a safety net in place.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs or a charity, or want to develop a business succession plan, we can help design a strategy to accomplish your goal.
Tax Strategies
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Insurance Maximization
We believe that insurance coverage should be maximized so there is nothing left to chance. People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what happens in life, clients have a safety net in place.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs or a charity, or want to develop a business succession plan, we can help design a strategy to accomplish your goal.
Tax Strategies
Taxes will always be a part of life, but we can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Retirement Income Planning/Cash Flow
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Several factors, like age and marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Retirement Income Planning/Cash Flow
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Several factors, like age and marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Retirement Income Planning/Cash Flow
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Several factors, like age and marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Meet Scott McCright
Helping you reap the rewards of retirement
Scott entered the financial services business in May 1993 after serving six years in the U.S. Navy. His areas of expertise are in asset management and strategies in estate growth, protection and distribution. He is affiliated with several other professionals in the financial industry, including estate and tax planning attorneys, accountants, money managers, and investment real estate specialists.
Scott’s strengths are in helping his clients determine the perfect goals and objectives for their personal circumstances, then designing and implementing strategies to achieve them. Scott is an independent consultant who works directly for his clients and is not captive to any financial institutions.
Scott entered the financial services business in May 1993 after serving six years in the U.S. Navy. His areas of expertise are in asset management and strategies in estate growth, protection and distribution. He is affiliated with several other professionals in the financial industry, including estate and tax planning attorneys, accountants, money managers, and investment real estate specialists.
Scott’s strengths are in helping his clients determine the perfect goals and objectives for their personal circumstances, then designing and implementing strategies to achieve them. Scott is an independent consultant who works directly for his clients and is not captive to any financial institutions.
Resources, knowledge and tools for you
Knowing your numbers is a good place to start
10 steps
To a Successful Retirement
Fill out the form below to get your complimentary guide!
10 steps
To a Successful Retirement
Fill out the form below to get your complimentary guide!
10 steps
To a Successful Retirement
Fill out the form below to get your complimentary guide!
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Let’s meet and discuss your retirement future
Call or fill out the form below to book a no-cost, no-obligation introductory meeting with Scott McCright today. We feel that by doing this, we will help you reach your ultimate financial goals.
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McCright Financial Group
4504 Constitution Ave.
Colorado Springs, CO 80915
Licensed Insurance Professionals.