As a Registered Investment Advisor, we operate in a Fiduciary Capacity at all times. Scott Dunlap is a Registered Investment Advisor and Financial Planner with 12+ years of working with Fortune 100 companies, running multiple businesses, and helping others do the same. Fueled by a passion for simplifying complex financial scenarios and solving difficult business problems, Scott has a unique, out-o
f-the-box way of making his clients understand, retain, and improve their business metrics. Ultimately, improving their bottom line. Uniquely understanding business operations, compensation, expense ratios, overhead, incorporations, and tax efficiencies – Scott will be able to help you lean your business, increase your revenues, and keep more funds in your pocket. Based out of Indianapolis, Indiana – Scott works with businesses and clients across the United States from New York to Hawaii and everything in between. Business Advice And Consulting That Drives Results And Productivity
Individual/Household CFO And Growth Coaching
We work with you and your family to help you identify ways to avoid interest and taxes, save for future goals (retirement, education, large purchase), and help you achieve what’s most important to you. Want to buy a home or investment property? Great, we can help identify the most efficient way to do that. Need some general understanding of interest rates, mortgages, consolidation, or student loans? We’ve got you. We are on your side, especially when you need us most. CFO/CGO Consulting Services
Both Tactical and Logical Financial Strategy Remove the Emotion from Your Business and Household Decision Making.
