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HEINY Scott Investment Group, LLC
Financial Planner
Today 9:00 am – 4:00 pm
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5 Key Investment Strategies for Women http://bit.ly/16hMTB9 via U.S. News #FinanciallySavvyWomen #FinancialAdvisorForWomen
Women's lifespans are usually longer than men's, so they need to plan their finances accordingly.
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Who Had Bigger #InvestmentReturns in 2014: #Women or Men? http://bit.ly/1DFh9kL via TheStreet #FinanciallySavvyWomen
When it comes to investing, who is better? Women or men? Old or young? West Coast or East? New York-based social investing start-up Openfolio has some answers.
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New research shows that women are still falling short of their career goals -- and differing expectations between husbands and wives may be part of the issue.
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How To Invest Your IRA In Real Estate And Alternative Assets http://onforb.es/1DtwJ2s via Forbes #FinanciallySavvyWomen
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'Super Women' Replace Super Models In Fashion Ads And The Results Are Epic http://huff.to/1DdOR2P
It's safe to say that non-models are having a moment in the fashion industry. Once our beloved Joan Didion for Céline campaign hit the interwebs in January, it seems there's been a series of fabulous, unconventional ads to take our news fe...
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The advice that older #women have for the young on love, marriage http://bit.ly/1LLN7Bs #FinanciallySavvyWomen #FinancialAdvisorForWomen
Choose carefully. That's what a a Cornell gerontologist says elderly women want younger women to know about love and marriage. Listen to what your friends say, and, as old-fashioned as this sounds, ask yourself: Is your partner a good "provider?" #womenslives
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Despite the widespread notion that women are more cautious investors, a new study says affluent women actually like to take more risk—as long as they fully understand the trades.
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The most successful #women are often the most stressed - here's how they decompress http://bit.ly/1BUsT0o by gwenmoran via Fast Company
Women face more pressure at work, especially once they find success. Here's what some have found is crucial about decompressing.
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Interested in a Self-Directed IRA? You Better Know Your Stuff | Fox Business http://fxn.ws/1D9HDwP via FOX Business #FinanciallySavvyWomen
The tax rules and government regulations surrounding self-directed IRAs are long and complicated, but the payoff could be worthwhile.
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Contact Information
Map of the business location
109 Bala Dr Somers Point, NJ 08244, United States
109 Bala DriveUSNew JerseySomers Point08244
Financial Planner, Life Insurance Agency
Financial Planner
Life Insurance Agency
Financial Consultant
Today 9:00 am – 4:00 pm
Monday 9:00 am – 4:00 pmTuesday 9:00 am – 4:00 pmWednesday 9:00 am – 4:00 pmThursday 9:00 am – 4:00 pmFriday 9:00 am – 4:00 pmSaturday ClosedSunday Closed
Your Financial Advisor for Women. Helping smart women become Financially Savvy Women.

HEINY|Scott Investment Group provides its financial planning, tax-efficient retirement income planning, and estate planning services primarily to clients in southern New Jersey. While our primary office is in Somers Point, NJ, we also serve clients towns throughout New Jersey, including Cape May, Cape May Point, West Cape May, Wildwood Crest, North Wildwood, Sea Ilse City, Avalon, Stone Harbor, Ocean City, Linwood, Northfield, Longport, Margate, Ventnor, Atlantic City and Egg Harbor Township.

My focus is on helping clients manage their wealth through life's transitions. Whether owners of a Small Business Owners, couples or individuals, my clients are either planning for, or already experiencing a life change.

My practice embraces the unique needs women may have in managing their wealth. My Mission is to ensure women are well prepared for a strong financial future through education, communication and support. This enables them to focus on their life and purpose with confidence.

My clients, many of whom possess substantial wealth on their own, are smart and capable but often feel challenged by the knowledge and strategy needed to make important financial decisions. Together, we are able to establish a plan that fits their goals but also provides the understanding and education they need to feel confident about their financial future.  

My experience has taught me that during critical life changes such as business succession, retirement, loss of a loved one, a job change or sudden financial windfall, most clients share the same concerns:

What can I do to make sure I won't be a burden to my loved ones?

How will I make my money last? I don't want to end up a Bag Lady.

Who will listen, understand and treat me with respect?

By working together, we can:

Engage a proactive process of evaluation, strategy and organization that simplifies financial matters,

Develop a Lifestyle Wealth Plan that provides clarity and direction,

And increase overall financial knowledge through my exclusive Financially Savvy Women's Club and other specialty events.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisor Representative,Cambridge Investment Research Advisors Inc., a Registered Investment Adviser.

Cambridge and Heiny Scott Investment Group, LLC., are not affiliated.

 

This communication is strictly intended for individuals residing in the states of CO, DE, FL, MD, NJ, & PA.  No offers may be made or accepted from any resident outside the specific states referenced.

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Have them in circles
15 people
Rotem Segal (MONEYFACTOID)'s profile photo
Dervedia Thomas's profile photo
Debt.Com's profile photo
Shamji Patel's profile photo
Squared Away Blog's profile photo
Michele Heiny Scott's profile photo
WIFE.org's profile photo
Business Coaching for Financial Advisors's profile photo
Sales Training New Jersey's profile photo
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