SCOTT WEEKS - FINANCIAL ADVISOR

FINANCIAL ADVISOR

Phone: 207-877-9450
Fax: 207-877-8876
E-mail:

 

 

    Scott E. Weeks 

Financial Advisory Consultant

 

 

 

 

 

 

 

Scott joined Prime Financial in 2003. With a back ground in business management, Scott provides investment management and financial consulting services to individuals, families and local businesses. As an Independent Financial Consultant Scott is able to offer his clients an extensive array of investment and financial service alternatives to help them achieve their long-term financial goals. Scott is a member of the Lions Club and is active in his local church. Scott is an avid outdoorsman, who also enjoys sports and gardening. He resides in Shawmut, Maine with his wife, Robin.
 

Scott  Helps Provide Services in:
 

Business Services:

Many business owners today are faced with an increasing need to provide a retirement benefit for themselves and their employees. Scott can help you select the right retirement plan for your business.

Traditional 401(k) Plan  –  Offers maximum contribution limits and most flexible options for owners.
 

SEP-IRA   - Best suited for Small businesses that have a small part-time staff and willing to completely fund a retirement plan. 
 

Payroll Deducted IRA   –  Want a plan for employees but do not want to contribute. 
 

Simple IRA  –  Requires little documentation and no annual tax filing. Employers must make a small matching contribution. 
 

Self-employed 401k (Single K) -For sole business owners with no employees with the exception of family members. 

 

Individual Services:

As an Independent Financial Consultant Scott recognizes that clients' plans change as their lifestyles and needs change. As a result, Scott offers his clients an extensive array of investment and financial service alternatives.

Retirement planning – Charting a course for a retirement destination. 
 

College planning – How to fund education savings accounts. 
 

Estate planning– Planning the passing of wealth.  
 

Estate Settlement – Locating and retrieving assets. Providing portfolio valuations. 
 

Mutual funds – Diversifying assets over multiple holdings*  
 

Stocks  – How do stocks fit into a financial plan?  
 

Bonds– Are bonds and fixed income securities appropriate for every portfolio?  
 

Life Insurance– Term - Variable, Whole Life,  Irrevocable Insurance Trusts.

*Diversification does not assure an investor a profit nor does it protect against market loss 

Partnering with Clients

Scott’s focus is on building strong client relationships and positioning himself to be knowledgeable of your long-range financial goals and objectives. He has become a trusted partner for many clients due to this commitment to client service .
 

Scott is licensed to do securities business in the following states: Maine.

Scott's Office is located at 753 West River Road in Waterville Maine. Scott  may be reached by phone at (1-800) 877-9450. His email address is sweeks@investorscapital.com