SI Wealth Management
“I BELIEVE A HAND SHAKE AND A LOOK IN THE EYE SHOULD STILL MEAN SOMETHING"
Scott Immel was born and raised in Fredericksburg, Texas and has been a part of Planto Roe Financial Services since 2010. He has his own branch office, SI Wealth Management, in Fredericksburg that allows him to hold office meetings in both San Antonio and Fredericksburg.
SI Wealth Management believes in a straight-forward approach to clients. We believe that a hand-shake and a look in the eye should still mean something. Our mission is simple……..WE STRIVE TO DO WHAT IS RIGHT FOR PEOPLE. We create financial strategies for individuals in all stages of life. SI is able to do this by having relationships with multiple companies to find the appropriate products needed for your situation. Whether you are in retirement, need help with estate planning, a beginning saver, or somewhere in between, we can help create strategies for you. Investments, insurance, and annuities are a big part of our personal and business strategies. We can help with all of these. But most important, we can coordinate the efficiency of how these products work within your individual strategy.
Take the next step and don’t put things off another day. Let’s schedule a time to meet to see if our comprehensive fee based planning and financial strategies can benefit you. After the meeting, you will be able to make a well-informed decision, if it is something for you.
Scott Immel is a registered representative and investment advisor representative of Securian Financial Services, Inc.