Our Sole Focus
Is You

Since 1998, Scott Tucker has been helping people just like you work toward their financial goals. Based in Chicago, we serve clients across the country, from Wisconsin to Texas, and from Florida to Washington state. When you have financial concerns, we want to help you address them.

Our Sole Focus
Is You

Since 1998, Scott Tucker has been helping people just like you work toward their financial goals. Based in Chicago, we serve clients across the country, from Wisconsin to Texas, and from Florida to Washington state. When you have financial concerns, we want to help you address them.

Retirement Kit

Get access to our helpful retirement kit, which includes 3 guides that address topics you should consider when planning your retirement.

  • Hidden

The Secure Act

With this instant download, you'll discover how to:

  • Reconsider plans to pass on your ira to your children or grandchildren
  • Be aware of changes in age provisions for required minimum distributions
  • Age limitations no longer exist for contributing to a
    traditional IRA

GET TO KNOW US

team picture 8.3.2021 header small

Based in Chicago, we serve clients across the country, from Wisconsin to Texas, and from Florida to Washington state.

COME TO A LIVE EVENT

Scott Tucker Financial Advisor

Come to a live event to learn about tax planning, retirement income, wealth management, asset protection, and legacy planning...

VISIT WITH US

Meet with Scott

We offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

Our firm is not affiliated with or endorsed by David McKnight.

THE POWER OF ZERO
The Tax Train is Coming

As the U.S. debt spirals, the potential for onerous tax increases in the future could have a major impact on traditional retirement savings vehicles.

Meet
Scott Tucker

Scott has been helping Chicagoland families with their finances since 1998. Our financial advisors focus on tax-reduction planning, retirement income planning, risk-adjusted portfolio management, healthcare planning, and legacy planning.

HELPING YOU FIND FINANCIAL CONFIDENCE FOR RETIREMENT IS OUR FIRST PRIORITY.

Our experienced retirement financial planners aren't just knowledgeable, we also understand the importance of your priorities, family, and finding confidence for your retirement future.