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Alexander Scott

Comprehensive Financial Planning and Legal Expertise
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United States
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About Freelancer

Profile Overview:

With over 17 years of experience, Alexander Scott is a highly skilled financial planning lawyer, specializing in creating tailored legal and financial strategies for individuals, families, and businesses. He focuses on wealth management, estate planning, tax optimization, and asset protection, helping clients secure their financial futures. Alexander provides clients with comprehensive advice on wills, trusts, retirement planning, and business succession, ensuring that their financial affairs are in order and their assets are protected for future generations.

Areas of Expertise:

Estate Planning: Crafting wills and trusts that reflect your wishes, ensuring smooth wealth transfer and minimizing estate taxes.
Tax Optimization: Providing strategies to reduce tax liabilities through careful planning, helping you preserve more of your wealth.
Retirement Planning: Developing long-term retirement plans, including 401(k), IRA, and pension fund guidance, so you can retire with financial confidence.
Asset Protection: Structuring legal safeguards to protect assets from creditors, lawsuits, or other risks.
Business Succession Planning: Helping business owners create strategies for seamless ownership transitions, protecting the company's legacy.

Why Work with Me:

I believe financial planning and legal protection go hand-in-hand. By offering both services, I ensure that clients' assets are not only growing but also secured against any potential legal risks. I focus on long-term financial stability, providing peace of mind to clients who want to ensure their wealth is preserved and passed down effectively.

Testimonials:

"Alexander’s advice was instrumental in protecting our family business and optimizing our tax situation. We couldn’t have done it without him." – Greg M., CEO, Family Enterprises

"Thanks to Alexander, my retirement plan is solid, and I feel secure knowing my assets are protected." – Susan W., Retired Executive

Availability:

Available for financial consultations, estate planning, and long-term strategic planning. Offering in-person meetings in New York and remote consultations for out-of-state clients.

 

---Hourly Rate: $150–$350

Education

J
J.D., Financial Law
Columbia Law School
B
B.A., Economics
Princeton University

Work & Experience

M
2015 - Present Managing Partner
Scott & Associates Law Firm
F
2011 - 2015 Financial Planning Attorney
Secure Wealth Law

Awards

L
Licensed to practice law in New York
C
Certified Financial Planner (CFP)
M
Member of the National Association of Estate Planners & Councils (NAEPC)

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£150.00 - £350.00 / hr
  • Location
  • Type
    Independent Freelancers
  • English Level
    Professional
  • Gender
    Male
  • Email
    alexander.scott.d16@email.com
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