The Team

Scales, Willard & Associates
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Scott Scales

Scott Scales

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

Bachelor of Science, Marketing, Purdue University - 1984
CA Insurance #0B41719

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Our Staff

Stuart Scales

Financial Planning Assistant