Helping you live your best life.

Nicole Garner Scott and her team have built a nationwide practice across several industries helping physicians, dentists, business owners, and executives to implement healthy habits and rituals with money. We’ve all had that feeling of looking back and thinking: “If I had only known then what I know now…”

 

What if there was a way to see into the future?  A way to gain that hindsight perspective in advance without having to suffer through the lessons of being uninformed or unprepared.

 

Our team focuses on Physicians, Executives and Small Business Owners 

Specialization in helping physicians and entrepreneurs think through ideas and strategies unique to them:

  • School debt education
  • High income tax strategies
  • Overcoming shorter time horizon to save for retirement 
  • Efficiently running a private practice, business, or career acceleration
  • Business exit strategies

 

Nicole Garner Scott is based in Atlanta. Nicole takes a focused approach in her practice by helping people achieve financial security through holistic integrative planning. By connecting pieces of her client’s financial puzzle and determining if they are working together in a coordinated strategy, she helps create their ideal financial picture and map out their legacy. With over a decade of experience in entrepreneurship, she believes there is more opportunity to serve by helping mitigate losses through structuring a well designed plan.

 

Our team brings the family-office experience to each of our clients. We see the big picture and provide highly personalized planning that considers every aspect of the financial equation.

Growing wealth is more than just investing in the stock market—our comprehensive approach helps you implement tax-efficient and sustainable growth and wealth transfer strategies that suit your unique situation.

 We are a diverse team that provides the richest set of viewpoints for solving financial complexities .

Nicole Garner Scott in a financial planning meeting discussing financial planning

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.