David Scoggins - Financial Planner

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David Scoggins - Financial Planner Financial Planner | Wealth Management | Insurance | Retirement Distribution | Debt Reduction

Cash flow is one of the areas we find to be the most overlooked when talking with prospective clients.Yet it is the most...
10/23/2026

Cash flow is one of the areas we find to be the most overlooked when talking with prospective clients.

Yet it is the most vital piece of the 🧩

Advisors like to jump to goals, investment returns and retirement projections.

How can you make recommendations on how to fund those if you don't first understand the flow of dollars for each individual family?

Will it be as static as it looks on paper? No (especially if you are in sales), but it at least starts to paint the picture.

When is the last time you reviewed your cash flow plan?

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market co...
10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6188BHrXPy

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a h...
10/19/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6184BGU7Zq

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6188BH843y

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6187BH8i4J

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6186BGLQzE

10/01/2026

October is National Financial Planning Month 💵

Here are 5 Action Steps you can take:

1) Review cash flow: If you don't use an app like Monarch or Rocket Money, consider looking into it.

2) Assess Emergency Fund: Spending rates change. Has your emergency fund changed with them?

3) Review EOY Tax Strategies: Assess harvesting losses in Non-Qualified Accounts & make sure retirement contributions are max funded.

4) Update Estate Documents: Review beneficiaries, your will and POA's

5) Assess Insurance Plan: Major life change this year? Baby? House? Promotion? Start a business? Become an empty nester? Your insurance plan should evolve as your life does.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6181BGU22V

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6180BGdlDw

Address

234 E. Millsap Road Suite 100
Fayetteville, AR
72703

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+17046097870

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