Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

For many business owners, that special someone is Ray Scannell. He is like many of his clients: self-made, industrious, with life and business built on integrity and the Golden Rule. In 2018, Ray will celebrate 30 years in the financial services industry. Ray graduated Suma Cum Laude from Franklin University in Columbus Ohio with a bachelor of science degree in business with a focus on financial planning and graduated with a Masters in Business Administration from University of Southern California. He holds the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). He is currently (at the age of 50) pursuing his Juris Doctor from Syracuse University College of Law.

Ray's knowledge and expertise in financial planning for small and medium-sized businesses run the gamut- from personal investment, retirement and estate planning to life, pension plans and more. By emphasizing protection, tax reduction and sensible investment, Ray has become a valued confidant to owner-operators and their families.

Suggested Content

<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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<p>Your Emergency Fund: How Much Is Enough?</p>

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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<p>Creative Ways to Motivate Your Employees</p>

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
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