Melissa Godwin Scott, Financial Advisor, CFP

10/20/2026

Great guaranteed rates!

Protect your principal and have tax deferral!

Reach us at 910-230-0567 by phone, 9105198495 by text, or email!

10/09/2026

10/05/2026

Great guaranteed rates, make more than your CD! Give us a call or send an email!

10/02/2026

Ask us about creating a lifetime income, with growth and protection. Live well and have peace of mind.

09/29/2026

Great tax aware model! If you have taxable funds to invest and would like a low cost ETF model, give us a call! 910-230-0567

09/24/2026

A CFP designation matters. Your advisor should be doing what’s best for you!

09/22/2026

And these funds can be invested!

Let us set up an HSA for you!

Most people think of an HSA as a way to pay today's medical expenses. But it can also help you build tax-advantaged savings for tomorrow—and even retirement. Here are 3 reasons why.

1. Investing for potential growth
The power of an HSA lies in the triple tax benefit it offers. Contributions can be invested for long-term growth, with the potential for tax-advantaged earnings and tax-free withdrawals for qualified medical expenses.

2. More flexibility in retirement
After age 65, you can use your HSA for any purpose, not just medical expenses. Non-medical withdrawals work just like a traditional IRA or 401(k): They’re taxed as ordinary income, but no penalty applies.

3. A financial safety net for the future
HSA savings can help cover health care costs without tapping other retirement accounts. If you’re in-between jobs, you can use your HSA to help cover the gap, or before Medicare once you're age 65 or older.

Check out all 11 must-know facts to help you put that triple-tax advantage to work: https://go.fidelity.com/CJyzTy

09/22/2026

Add TOD on your non-qualified brokerage also.

And don’t forget to update beneficiaries after death or divorce!

Benes almost always supersede a will.

09/21/2026

Let us help with your QDRO!