Secure. Grow. Prosper.
Plan Your Retirement Today
where financial security meets
personalized guidance.
About Natalie
Hi, I’m Natalie Denizé Scott—a psychologist, entrepreneur, educator, financial professional, author, and podcaster. My journey into the financial industry began during the COVID-19 pandemic, inspired by a vow I made to my late sister. I leverage my extensive business knowledge and passion for education to guide individuals and small businesses in securing their financial future.
My Unique Approach
With both a JD and a PhD, I offer a unique combination of expertise and dedication to my clients. This distinctive blend allows me to ensure my clients' financial stability with an astute and compassionate approach. My dedication to these disciplines ensures that I provide strategies that are effective and personalized to each client's needs. This comprehensive expertise sets me apart, allowing me to advocate for my clients' financial well-being on every level.
My Services
Free Consultations and Expert Services
At the heart of my services is a commitment to listening, supporting, and guiding you through every step of your journey. Backed by a team of dedicated professionals with expertise in all key areas, my team and I ensure you receive comprehensive support and exceptional service. We offer personalized Life Insurance Consultations to help you choose the best policy tailored to your unique needs. Our Retirement Planning Consultations provide expert guidance to secure a comfortable and financially stable future. For entrepreneurs, our Business Set-Up Consultations lay a solid financial foundation for your new venture. Additionally, we host Monthly Financial Literacy Workshops designed to enhance your understanding of financial management, empowering you to make informed decisions. Our goal is to fill the gaps in your financial knowledge, ensuring you're well-equipped to achieve your financial goals. Join us, and experience a partnership that values your journey and strives to support you with unmatched expertise and dedication.
Never Too Young, Never Too Old: Retirement Planning Consultation
Our retirement planning consultation is designed to ensure your financial future is secure, no matter your age or stage in life. We offer personalized financial strategies tailored to your unique goals and lifestyle, comprehensive coverage including investment guidance and tax optimization, and guaranteed income options for a steady retirement income. Additionally, our plans include healthcare and long-term care solutions to protect against unexpected expenses. With ongoing support and regular reviews, we help you adapt to changing needs and market conditions. Start your journey to a secure and fulfilling retirement today!
Personal and Business Protection Solutions Life Insurance with Long-Term Care
You can Secure your Future Life & Care through a Plan provides dual coverage, combining the benefits of life insurance with long-term care options. This comprehensive plan offers flexible benefit amounts, elimination periods, and built-in benefits such as joint discounts and caregiver training reimbursement. With optional inflation protection, your benefits keep pace with rising care costs, ensuring financial stability for you and your family through Independence and quality of life while securing your future. Learn more and secure your future today!
General Investment Guidance
We offer general guidance on creating effective Investment Strategies. Our Financial Goal Setting services help you set and achieve your financial objectives. We also provide advice on Risk Management and Allocation Strategies to optimize your returns.
Holistic Self-Care and Self-Journey
We understand that true financial well-being encompasses more than just monetary assets. That’s why we offer services that promote holistic self-care and personal growth. Our Holistic Self-Care Consultations focus on integrating wellness practices into your daily routine, enhancing your overall quality of life. Through Self-Journey Guidance, we support you in personal development, helping you achieve balance and fulfillment alongside your financial goals.
Insurance Solutions
We offer a range of life insurance options, including Term, Universal, Whole Life, and Variable Universal Life Insurance, ensuring you find the coverage that best meets your needs. Our Individual Disability Income Insurance safeguards your income in case of disability, providing peace of mind. For those requiring long-term care, our Long-Term Care Insurance covers essential services. Additionally, our Fixed Annuities provide a secure future with guaranteed income.
We are committed to providing you with the highest level of service and support to help you achieve your financial and personal goals. Contact us today to learn more about how we can assist you on your journey to financial well-being and personal fulfillment
Testimonials
"Working with Natalie was a game-changer for our retirement planning. Her expertise and personalized approach made all the difference."
-Samantha Madison, NY
"Natalie was there for us every step of the way, making our financial journey smoother and giving us peace of mind."
-Max Henry, CA
"Dr. Natalie's knowledge and dedication were evident from the start. She helped us secure our retirement goals."
- Martha Mendez, NJ
Resources
Readiness for Retirement Quiz
Assess your current financial standing and receive personalized insights.
Whispers of Truth Podcast
Empowering individuals through every life transition, from launching startups and navigating career changes to embracing entrepreneurship and embarking on new life chapters
In-Person Workshops
Our range of Financial Literacy workshops all crafted to inform, motivate, and support your journey
Get Our Free PDF Guide
Empower your journey with our six step guide to master self awareness and willpower.
Why Retirement Planning Matters?
Retirement planning is crucial, especially for small business owners and individuals without employer-sponsored plans. Almost half of households headed by someone 55 or older had no retirement savings in 2019. Proper planning and guidance can secure a comfortable future. I can help you understand the best retirement plans and how to implement them, no matter how impossible it may seem.
Our Partnership
As your financial partner, I believe that building a secure financial future starts with understanding your unique needs and wants. Whether you're looking for comprehensive life insurance, strategic retirement planning, or investment management, my goal is to provide you with the best solutions tailored to your circumstances. I am here to help you maximize your financial potential, add zeros to your income, and ensure peace of mind for your future and retirement years. Together, we can protect what matters most to you and create a lasting legacy for generations to come.
Start Planning Your Retirement Today. Ready to secure your future? Schedule a free consultation today and take the first step towards financial peace of mind.
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