Scott is the managing partner of True North Financial Planning. He is responsible for the culture and mission of the firm. We provide continual advice, education, and coordination of clients’ financial goals. As such, we work with our client’s legal, tax, and debt advisors. We also work closely with clients’ family members to ensure that we are helping the people they care most about.
Scott is an alumnus of the University of Florida and has been consulting with businesses for more than 40 years. The firm works with business owners to develop tax-efficient employee benefits and business succession strategies. We utilize sophisticated software tools to assist with financial planning and risk management. Scott’s specialty is in retirement income distribution. We help people receive income throughout their retirement in a tax-effective manner.
For 12 years, Scott participated in a program at the Wharton School, University of Pennsylvania. The program was known as At Retirement and was instrumental in Scott’s knowledge of topics of concern to people retiring. They include long-term care, Medicare, social security, taxes, estate planning, and steady retirement income.
Scott has been a member of Million Dollar Round Table**, an association of financial professionals from more than 500 companies in 70 nations and territories, since 2004.
*Scott Hynson does not provide legal or tax advice.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit https://www.mdrt.org/.