Informational Videos

The office is buzzing with the upcoming release of Tom’s book “The Retirement Race”. We will keep you updated on the book’s release date. Until then enjoy this interview with Tom about the book.

Scott and Tom show the importance of having Life Insurance.

Scott and Tom break down Wills vs. Trusts. What's the difference? 

Questions You Should Ask When Choosing a Financial Advisor

How do you know what to ask when interviewing a financial advisor? Scott and Tom have compiled a list of 15 questions in their brochure “Questions You Should Ask Before Choosing an Advisor”

Question 1


Question 2


Question 3


Question 4


Question 5


Question 6


Question 7


Question 8


Question 9


Question 10


Question 11


Question 12


Question 13


Question 14


Question 15


COVID – 19 Office Update

Here is a video from Scott & Tom regarding our office's soft opening to clients. We cannot wait to see you all again. Please stay safe and healthy!


Cassie’s Interview

Meet Cassie Rauchegger, Tom Rauchegger’s daughter.


Ready to Take The Next Step?

Contact us today for more information about how our team and services can help you enjoy a comfortable and confident retirement.

Or give us a call at 407-645-4433.