Scott Self
Tampa, Florida
Scott Self has been assisting clients with their retirement and legacy planning needs for over 19 years. Through careful and proactive planning, Scott believes retirees can secure their financial future even in difficult economic situations. Because he feels it is important to stay current with the latest techniques to help his clients, Scott participates in regular forums about proven, state-of-the-art methods to bring clients the best results.
Scott believes that it is essential to put the client’s needs first and find the "right" plan for every individual need. He understands how to listen to concerns, and then be proactive in finding workable solutions which can generate Guaranteed Lifetime Income, Principal Protection, avoid unnecessary taxes, and pass assets to heirs in the most efficient way.
Scott is President of Retirement Planning Masters, a premier financial services company in Tampa, Florida. He is also the founder of "Manage-Your-401k-Plan", an educational service for individuals who have money in mutual funds through a 401K Plan, IRA or similar plan. He is known among his peers, as well as his clients, as a man of integrity who truly cares about the needs of others. His years of experience in the financial planning industry positions Scott as a trusted resource for helping people understand their options and decide what elements are needed to achieve financial security for themselves and their families.
Scott lives with his wife Terri in Seffner, Florida. They have four grown children. When Scott is not busy working with his clients, he enjoys coaching basketball and fishing.