Scott Beaudin (CFP®, CPA/PFS, MBA)
Scott Beaudin focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Pathway provides integrated financial plannning services through on-going or hourly engagements. Please visit our web site for more detail on our offerings. Serving clients from offices in Atlanta, GA and Burlington, VT.
NAPFA Start Date
August 18, 2008