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Winning The Best of Frederick for Financial Advising, Scott McCaskill with McCaskill Financial is the expert when it comes to building your financial independence. Starting in 2011 and being an independent firm, McCaskill Financial is completely interested in what is beneficial to the client, there is no bias here. Located at 220 West Patrick Street, Scott chose Frederick for the small town, big town feel. He loved how close it was to Baltimore and DC as there is so much to do.
Scott says that it is important to ask for advice when looking for success. He considers other business owners to be great resources when it comes to starting your own business. Listen to the rest of Scott’s interview to hear more about his financial passion and his views on close client relationships.
More From McCaskill Financial
Whether you are supporting a growing family, building a career, budgeting for college, planning for retirement or already enjoying it, our primary objective is to provide for the financial independence you envision and deserve.
Each person’s financial situation is unique. When you come to us for financial advice, we spend time getting to know you, learning where you are now financially and where you want to be in the future. We will discuss your financial philosophy, your values, your expectations, your time horizons and your tolerance for risk.
Based on our conversations and research, we will create a customized financial plan which includes a combination of investment types and strategies for achieving this financial success. After you have reviewed and approved your personal financial plan, we will begin to implement these strategies and monitor our progress over time, to continue to achieve your goals. We like to meet with you periodically to review your portfolio and financial situation and make any necessary adjustments or reallocations*.
At McCaskill Financial, we seek a long-term partnership with you and your family. We hope you will schedule an appointment today to enjoy the confidence of knowing an experienced professional adviser is helping you make important financial choices for both today and tomorrow.
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