Scott Haynes, CFP®
Scott joined Team Financial Strategies in May of 2010, after serving clients diligently at Edward Jones for more the eight years. In May of 2013 Scott obtained his credentials as a Certified Financial Planner™. Scott, his wife Carissa and their two children Brenna and Drew live in Granbury, Texas. They are active members of the Granbury Church of Christ where Scott serves as a Deacon of Finance. Carissa is a Dr. of Pharmacy currently serving patients at Pecan Discount Drug.
Why have you chosen a career in financial planning?
My belief is that we live very complex and complicated lives. When it comes to areas of finance more often than not people become paralyzed by the vast number of decisions that need to be made. My goal has always been to provide advice that simplifies and clarifies the goals they have in every aspect of their lives.
What types of clients do you serve?
I primarily serve clients who have spent years accumulating wealth and are now in need of someone to assist them with the ongoing management of their wealth.
Give an example of a way you have helped a client.
One of the greatest services I believe we offer is wealth management for surviving spouses. On multiple occasions I have had the opportunity to help clients in their most vulnerable time. Whether it is asset consolidation or simply explaining the plan that was created years before I have been able to help clients navigate the financial stress of losing a loved one.