Financial Planning

  • Are you concerned about creating a worry-free retirement? Do you want to make sure that you have a secure income stream that you can never outlive? Are you concerned about having more life at the end of your money instead of more money at the end of your life?
  • Do you want to protect your money by having it outgrow inflation?
  • Are you concerned about the 6 “D’s”: 
    • Death
    • Disability
    • Divorce
    • Disenchantment
    • Dementia
    • Steep Decline in the market?
  • Are you concerned about your legacy – not just assets in your will, but also about your values and family traditions to pass on to future generations?
  • Are you looking for someone to help you do that?

Scott Rodabaugh and David Block are not only Enrolled Agents, but also CFP® Professionals with will over 10,000 hours and decades of helping clients create and maintain wealth, while making sure that there is more money at the end of your life, instead of more life at the end of your money.  We know that how you feel determines what you do. They are committed to help you The better you understand your situation, the more at ease you are with your decisions.

Learn more about how we can provide you with financial peace of mind by calling us at 212-247-9090.   

If you already are a client of Scott’s, please continue to contact him at 212-807-8201. 

Have Questions About Our Services?

Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.

Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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