About Wessex Financial Services
Each client’s needs are different and specific to his or her particular situation. Wessex Financial & Insurance Services Inc. understands the importance of communication with understanding and true compassion for your financial wellbeing. The Wessex team works diligently to ensure our clients are educated on the products and services we recommend so they can make informed decisions.
We base our solutions and strategies first on safety and then on return. At Wessex Financial & Insurance Services Inc., we believe that no rate of return is high enough to risk the loss of someone’s future retirement.
Whether you’re currently retired or just starting to figure out a financial plan, let Wessex Financial & Insurance Services Inc. show you a safe way to achieve your financial dreams.
Scott began his financial services career in 1996, dedicating himself to helping people achieve their financial dreams. He has been a national award winning financial representative for almost 19 years. Scott prides himself on being a financial educator first, assisting clients with their finances and investments and helping them make educated choices to reach their financial goals.
He specializes in retirement preservation and asset protection, helping over 2,000 clients plan for their futures. Scott teams with experienced tax advisors to help clients lower their tax bill when possible. He can also show clients how to increase their monthly fixed income, create tax-free income when possible, and protect their financial futures.
When he’s not in the office, Scott enjoys spending time with his wife, Charlotte, and their three children, Blake, Gracie, and Kelsie. Scott is a member of various charitable organizations throughout the Kern County area.
Why Choose Us?
With decades of experience helping clients with their financial and insurance needs, we carefully research and choose products that are the best in the industry. The Wessex team is continually searching for tools and strategies to help our clients achieve their financial goal.
We believe in educating ourselves thoroughly about the products and services we offer to ensure we can explain them clearly and easily to our clients. As an independent firm, we don’t base our recommendations on relationships with certain companies, but instead on what we feel will work best for each client’s individual goals and situations.