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Our Process

The advisor/client relationship has to be a “win win” for everyone involved.  By using cutting edge financial technology from the beginning, we make sure client goals are front and center and are the basis of the relationship.

Scott E. Lake, CLU, CRPS, LUTCF, FSS

Scott E. Lake, CLU, CRPS, LUTCF, FSS

Scott began his financial services career in 1990, joining the St. Petersburg, FL office of Metropolitan Life as a Registered Representative. In 1994, Scott was invited to join R.S. Williams and Associates, Inc., as Vice President and he assumed ownership of the company in 2000.

Scott earned the Chartered Life Underwriter (CLU) designation in 1994, the Life Underwriter Training Council Fellow (LUTCF) designation in 2000, the Financial Services Specialist (FSS) designation in 2010 and the Chartered Retirement Plan Specialist (CRPS) designation in 2013. Scott routinely attends educational conferences and due diligence meetings to remain at the forefront of the financial planning industry.

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In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.