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Scott Dougan

Employee Spotlight: Trent Colledge

By Scott DouganArticles: Salt Lake City Office, SLC Summer 2019
Trent Colledge Investment Advisor Representative Trent was born and raised in Utah and loves living in the Beehive state. He graduated from Utah Valley University with a degree in Personal...
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July 9, 2019

2019 Summer Newsletter

By Scott DouganNewsletters: Kansas City Office
ELEVATED INSIDER It’s a running joke in our office that I can’t resist an opportunity to talk about how much I love summer. Therefore, I won’t tell you how much...
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July 9, 2019

2019 Summer Newsletter

By Scott DouganNewsletters: Salt Lake City Office
ELEVATED INSIDER As a kid I longed for summer – no school, no homework, no set schedules. Just long days full of sunshine and games with friends. Now, as a...
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July 9, 2019

Briefcase Study: The Tax Torpedo

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2019, Summer 2019
In a recent meeting with a family we serve, the conversation - as it often does - turned to Social Security. The question was, once again, whether it was best...
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July 9, 2019

Back to the Basics: Seven Factors in Determining Retirement Age

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2019, Summer 2019
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means...
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July 9, 2019

Fall Festival Date Change

By Scott DouganArticles: Kansas City Office, Summer 2019

The 2019 Fall Festival will be held on Tuesday, October 29.  Please update your calendars.

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July 9, 2019

Update Make A Wish 2018

By Scott DouganArticles: Kansas City Office, Summer 2019
Thank you again for helping make Connor’s wish to go on a DISNEY CRUISE possible. We couldn’t have done it without your donations, silent auction purchases, raffle participation. We’re looking...
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July 9, 2019

How Statistics Can Lead Us To A Faulty Conclusion

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office
There’s a great expression that goes something like this: 84% of statistics are made up on the spot. See what happened there? We’ll often see statistics being used for persuasive...
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June 26, 2019

Love Is A Verb: Caring For Others By Helping Them Plan

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office
A friend’s grandmother, Mary, recently passed away at the age of 99. A kind, service-oriented woman who packed two lifetimes into her one, she exemplified what it means to have...
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June 12, 2019

Report: Proactive Retirement Planning

By Scott DouganSpecial Reports: Kansas City Office, Special Reports: Salt Lake City Office
The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to...
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June 3, 2019
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  • Our Process
    • Fiduciary vs. Suitability
  • Who We Serve
  • Your Team
    • Salt Lake City
    • Kansas City
    • St. George
  • Resources
    • Salt Lake City
    • Kansas City
  • Client Portal
  • Contact Us
  • [email protected]