Mark Scott Email & Phone Number | Let’s face it, life is a rat-race and rarely is there time to research and plan for all the “what-ifs”. I specialize in Business and Personal Financial Planning, a thorough, yet simple way for you to understand, prioritize and track progress with customized strategies specifically for you and those most important to you. Creating a customized written personal financial plan allows you to visualize the big picture, establish short and long-term priorities and benchmark progression on an established periodical basis tailored to work for you, even when life seems like a rat-race. Creating a customized business financial plan allows you to understand transferrable value, establish long and short-term priorities to increase or stabilize transferrable value and establish benchmarks to track progress on a periodical basis to match your targeted exit or transition. We know you are very busy and “wear many hats” thus the more reason we should talk. In any case, you have one opportunity to get it right. Don’t take any chances, call me today at 402-558-6860 and ask for Jennifer or email julrich@heritagefinservices.com to schedule a no-obligation free initial consultation.

Mark Scott

Let’s face it, life is a rat-race and rarely is there time to research and plan for all the “what-if...
Omaha, Nebraska, United States

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Mark Scott’s Location Omaha, Nebraska, United States

Mark Scott’s Current Industry Heritage Financial Services

Mark Scott’s Prior Industry Principal Financial Group

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Personal and Business Financial Planner

2009-09-01 00:00:00 - Present

Senior Investment Advisor

2001-02-01 00:00:00 - 2009-09-01 00:00:00

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Mark Scott is a Let’s face it, life is a rat-race and rarely is there time to research and plan for all the “what-ifs”. I specialize in Business and Personal Financial Planning, a thorough, yet simple way for you to understand, prioritize and track progress with customized strategies specifically for you and those most important to you. Creating a customized written personal financial plan allows you to visualize the big picture, establish short and long-term priorities and benchmark progression on an established periodical basis tailored to work for you, even when life seems like a rat-race. Creating a customized business financial plan allows you to understand transferrable value, establish long and short-term priorities to increase or stabilize transferrable value and establish benchmarks to track progress on a periodical basis to match your targeted exit or transition. We know you are very busy and “wear many hats” thus the more reason we should talk. In any case, you have one opportunity to get it right. Don’t take any chances, call me today at 402-558-6860 and ask for Jennifer or email julrich@heritagefinservices.com to schedule a no-obligation free initial consultation.