New March Newsletters


Know Your Rights, But File with Care
It’s important to note that the “kinder, gentler” IRS remains vigilant in auditing returns for accuracy.

New Opportunity for Generating Lifetime Income
A survey of adults aged 44 to 75 found that 61% fear running out of money in retirement.

Is College Around the Corner?
Personal financial decisions can affect the amount of aid a student might receive from the government and/or a college.

Time to Cash Out?
Common valuation methods and how small-business owners can get the best price when selling their businesses.

Scott Lowe, CFP®
First Vice President – Investments

 

Scott is a First Vice President-Investments with Wells Fargo Advisors and has been working with individual investors for more than 30 years. He uses his extensive personal and professional experience in all areas of investment planning to help you pursue your goals. He holds multiple professional designations and is registered to provide a variety of financial products and services to you.

As a financial professional and an active member of the community, Scott is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.

Academic achievements include a bachelors degree in Business Administration from Western Kentucky University. In 1986 he was also awarded the CERTIFIED FINANCIAL PLANNERTM certification through the College for Financial Planning in Denver, CO.

Scott's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to him. Scott is involved in numerous local civic groups and charitable, non-profit organizations.

CA Insurance License #0B64719