At Michael Scott Financial (MSF), we engage clients in a multi-dimensional process by combining people, products, and strategy into a complementary blend. MSF utilizes multiple specialists in the areas of tax reduction, investments, retirement/cash flow models, benefit plans, risk assessment, insurances, corporate structure and estate planning to create SIMPLE packages to meet client’s needs. We constantly monitor their performance, and make these packages surprisingly cost effective. We think it’s an approach worth championing.

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MSF Investment Advisory, LLC is a Registered Investment Advisor. Form ADV is divided into two parts. The first discloses specific information about MSF Investment Advisory, LLC that is important to regulators (Name, number of employees, form of organization, nature of the business, etc.) The second acts as a disclosure document for clients of MSF Investment Advisory, LLC, and includes information such as services provided, fees, and any potential conflicts of interest.

 

MSF Investment Advisory, LLC is a registered investment adviser located in Newtown, CT. MSF Investment Advisory, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. MSF Investment Advisory, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of MSF Investment Advisory, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as MSF Investment Advisory, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by MSF Investment Advisory, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MSF Investment Advisory, LLC, please contact the state securities regulators for those states in which MSF Investment Advisory, LLC maintains a registration filing. A copy of MSF Investment Advisory, LLC’s current written disclosure statement discussing MSF Investment Advisory, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from MSF Investment Advisory, LLC upon written request. MSF Investment Advisory, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MSF Investment Advisory, LLC’s web site or incorporated herein, and takes no responsibility therefore all such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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