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Consulting. Accounting. Tax and Retirement Planning. Oftentimes as clients reap the benefits from these services they begin asking us for help with personal financial planning. Scroggins Financial Services, LLC, makes that possible.
Complete your package with personal financial planning.*
Scroggins Financial works with doctors and their attorneys to make sure each client has a comprehensive plan for financial stability in retirement. "Will I have enough to retire?" "Will my estate plan make sure that my heirs receive my estate in the way that I wish?" This approach brings all of your planning together, so you have confidence knowing that we are working diligently to help ensure that your financial wants and needs are met in retirement and that your estate is handled as you intend.
After an initial free consultation, we will recommend the appropriate scope of planning and associated fees. All fees include plan preparation and consultations for the first year.
Start securing your future today with personal tax planning.
In addition to business tax services, Clayton L. Scroggins Associates Inc. provides personal tax planning and preparation for doctors in all environments:
Private practice
Retirement
Large group
Hospitals
Universities
Fellowships
Residency
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*Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with Clayton L. Scroggins Associates, Inc. or Scroggins Financial Services, LLC.
NFP Securities, Inc. does not provide legal or tax advice. Tax services are provided through Clayton L. Scroggins Associates, Inc. Clients must consult with their own legal and tax advisors. Any federal tax advice given is not intended or written to be used, and cannot be used by you or any other person, for the purpose of avoiding any penalties that may be imposed by the Internal Revenue Code.
Representatives of Scroggins Financial Services are licensed to conduct Securities business in the following States: GA, IL, IN, KY, OH.
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