Scott McCaskill, CFP<sup>®</sup>

Scott McCaskill, CFP^®

Scott McCaskill, CFP<sup>®</sup> - Financial Advisor

Scott McCaskill, CFP^®

President

McCaskill Financial

220 West Patrick Street
Frederick, MD 21701

FINANCIAL ADVISOR'S WEBSITE

www.mccaskill-financial.com

(301) 668-7366

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Scott McCaskill is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McCaskill Financial in Frederick, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 31, 63, 65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Registered Financial Consultant (RFC)

Insurance Licenses

Life insurance: National
Health/disability insurance: National
Fixed annuities: National
Variable annuities: National

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

Helpful Financial Planning Resources

Retirement

retirement savings

Working on It - Your 30s Through Your 40s

It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...

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Investment

Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

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Investment

When Investing Isn't

I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...

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Divorce

Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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Stolen Identity

Young Consumers

Young Consumers Detect Foul Play

Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...

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Investment

Management firm

5 Factors to Consider: Selecting a Wealth Management Firm

As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...

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Investment

against the crowd

The Fear and Pain of Going Against the Crowd

It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...

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Investment

There's An App for That

With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...

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Retirement

your 50s and 60s

The Home Stretch - Your 50s and 60s

Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...

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Investment

Financial Records to Keep

What Records Do I Need to Keep

I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...

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