Scott Bokenfohr

INVESTMENT ADVISOR | INSURANCE ADVISOR | FINANCIAL ADVISOR

 

About

Meet Our People

It is not uncommon for people to make costly financial mistakes without knowledge or expertise.  My great passion is educating and coaching people.  I help my clients create a sound plan and find solutions, so they achieve their financial dreams.

Having grown up on a construction site and knowing many construction business owners personally, my focus is providing sound solutions for owners of construction companies. I can’t control the local and international markets for your business, but I can show you how to navigate the financial struggles you face. I know, because I’ve lived it. Not many financial advisors can say that. I understand holdbacks and overall cashflow challenges. I understand that estate planning is more than just setting an appointment with a financial planner. I specialize in helping business owners create stability and peace of mind.

Currently completing the latest CFP certification.