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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Good Life Wealth Management LLC 5 years, 7 months Mar 2014 - Present
Stratford Consulting, LLC 2 years, 2 months Jan 2012 - Mar 2014
Milkie / Ferguson Investments, Inc 3 years, 6 months Jun 2008 - Dec 2011

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Scott Stratton

7 Ways to Reduce the Alternative Minimum Tax
Published 2015-08-08 07:32:44
Retirement ABC's for Teachers
Published 2015-03-24 17:40:49
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How can i log in to see my 401k with rite aid?
    The website is:https://riteaid.benefitcenter.com/...  (more)
    Answered Mar 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Aug 24, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Aug 25, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Good Life Wealth Management LLC

      Last updated on March 26, 2019
        • $8.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 57
          Accounts
        • $150.5K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees