Independent Financial Consultant with over 20 years experience
Scott Wright is the president of Liberty Consulting Corporation and has been an independent financial consultant since 1999. With over 20 years successful experience in the financial services business Scott has proven to be a leader in his field. His philosophy about growing and protecting assets starts by taking the time to get to know his clients and understand their needs. Every client gets a personal meeting designed to uncover what is truly important about their financial life. Next they get their own cutting edge website that automatically updates their accounts showing their progress toward reaching their goals. Technology and a wealth of resources help Scott to generate and maintain plans for his clients.
In 2005 he was designated as a Master Financial Professional (MFP) by the American Academy of Financial Management (AAFM) and holds the Registered Financial Consultant (RFC) designation given by the International Association of Registered Financial Consultants (IARFC). His securities registrations include the FINRA Series 7 (General Securities Registered Rep.), Series 66 (Uniform Investment Advisor), as well as registered loan broker and life insurance licenses. He began his career by earning his BSBA majoring in finance from The Ohio State University in 1989. His resume includes management and executive level positions at American General, Banc One Financial Services and MidAm Financial Services / Sky Financial.
Newsletters
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.