Personal  Asset Advisors

407-593-2386

Jim and Diann Rowland

"We have known Scott for more than 10 years and we have worked with Scott on legal and financial matters for the past 4 years.  Scott has always impressed us with his integrity and he has helped us better understand and simplify so much of the confusing terms and processes needed to plan our future properly.  

 

"We have trusted Scott's counsel and implemented a number of his ideas to help us better prepare for retirement, protect our assets, and organize our important legal documents.  We believe Scott when he speaks and encourage all to listen and implement his ideas on getting their financial affairs in order." --  Jim and Diann Rowland, Kissimmee, Florida


Bill and Mary Tomlinson

Testimonials


"We thought we had a pretty good handle on our finances, but we weren't completely sure.  We both work, we're focused on lots of things, and our documents were in a lot of different places.  So when we heard about Personal Asset Advisors from a friend, we decided we needed to do it.  We felt our financial future is too important to leave to chance.

"It was a great day when Sharon and Cyndi came to our house, rolled up their sleeves, and worked with us to consolidate all our important documents.  With each whir of the scanner we felt more secure.  We had always intended to do that, but never seemed to get around to it.  Now we know where everything is, how to access it easily, and that it's all safe. 

"Scott's review of our financial situation and our estate plan was wonderful.  He listened to us, answered our questions, and explained things in a way that was easy to understand.  From his analysis, we could see what we had done well and what we still needed o work on.  The professionalism of this whole process was impressive.  We now have great financial clarity thanks to our friends at Personal Asset Advisors."  -- Bill and Mary Tomlinson, Windermere, Florida