Scott Eichler
Hi there 👋🏼 I'm Scott, I am committed to simplifying wealth planning by overseeing investment analysis and legal coordination for my clients. My goal is to help clients create effective portfolios, minimize expenses, optimize tax strategies, and attain financial freedom.
I specialize in assisting clients with strategic allocation of lawsuit resources for plaintiffs and attorneys. There are significant tax advantages to leverage after receiving awards. While fixed annuities are valuable, alternative options may better suit the requirements of both attorneys and plaintiffs.
Orange County, CA
My Collaboration Itinerary
Strategic Discovery: Defining Objectives and Obstacles
The foundation of a successful portfolio is a clear understanding of your financial goals and challenges. We begin with a high-level diagnostic of your desired trajectory, identify the specific hurdles standing between your current net worth, the tools currently being utilized, and your intended legacy.
Information Gathering: Comprehensive Data Audit
Precision requires high-fidelity data. We perform an exhaustive audit of your financial landscape, gathering all relevant documentation to create a centralized, transparent view of your assets, liabilities, income, expenses and resource allocation.
Data Synthesis: Apply Tactical Expertise
Raw data is transformed into actionable intelligence. We synthesize your financial metrics to build a visual and analytical representation of your wealth. This stage identifies the gap between your current position and your target destination and triangulate ideal solutions to bridge that gap.
Action Plan Review: Deployment & Execution
Before we move a single asset, we conduct a review of your customized action plan. We refine your investment allocations, corporate structures, and identify tax deferral strategies that address your unique obstacles, ensuring every vehicle in your portfolio is optimized for end goals while providing enough flexibility to navigate obstacles.
Ongoing Stewardship: Proactive Management
Wealth management is not a static event. Our relationship continues through proactive quarterly reviews and appropriate strategy adjustments. We provide constant fiduciary oversight, ensuring your plan evolves in lockstep with shifting market and lifestyle conditions.
How can I help?
Structured Planning
Small Business Tax
Sudden Wealth Creation
Retirement Planning
Monthly recaps on financial markets. Stay in the loop with Scott.
Get to know Scott
Scott Eichler is a well-known author and financial advisor in Orange County, Southern California. His educational workshops have been widely attended by thousands of business owners, retirees, and pre-retirees throughout LA, Orange, and San Diego Counties. Scott has developed a specialty in helping attorneys and their clients realize their dream of financial independence through formula-based investment planning. His step-by-step framework helps firm owners, plaintiffs, and retirees better maximize the value of their assets. Using this process, Scott has been able to help his clients create dramatically more efficient portfolios, save more money, minimize taxes, and allow them to live the kind of financially independent lives they dream about.
In 1998, I discovered a shared passion for investing with my grandfather, a bond that united us. By 2006, it dawned on me that my father's financial success in investments only came after he connected with a skilled financial advisor. Inspired by this, I aspired to replicate the positive impact that my father's advisor had on our family for other households.
My philosophy revolves around the idea that products, while not direct solutions, function as tools to address various needs. Just like how a quality product can appear ineffective in the wrong context – it's like receiving a hammer when the task calls for cutting wood. The true challenge arises not from the hammer itself, but from its misapplication in a mismatched scenario.
Contingency fee-based attorneys, the professionals in their realm, and their clients who receive sizable rewards. I also provide service to clients who currently need or will soon need income from their portfolios.
Building long term relationships and finding unique solutions.
Income based investing, structured settlements, and tax deferral for business owners.
Savvy's technology greatly boosts my productivity through task automation, it also gives me access to extensive information resources to build the right portfolios for my clients, and it allows for seamless communication with my clients.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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