Scott Eichler

location sign

Orange County, CA

Quotation marks

“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.”

Philosophy

Scott believes that time is money and it’s easy for business owners to get bogged down by ever-changing rules and endless investing options. Scott aims to streamline the investment process by taking on the responsibilities of analysis and legal coordination. This allows owners to leverage business earnings to optimize their personal net worth.

Expertise

Income-based investing, structured settlements, and tax deferral for business owners.

Client Range

 Contingency fee based attorneys, the professionals in their realm and their clients who receive sizable rewards. I also help business owners, pre-retirees and retirees better maximize the value of their assets.

How did you become a financial advisor?

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.

Is there a unique approach that sets you apart?

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.

What types of clients do you work with?

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.

WHAT'S YOUR FAVORITE PART ABOUT WORKING WITH CLIENTS

Building long term relationships and finding unique solutions.

What areas of expertise do you have?

Income based investing, structured settlements, and tax deferral for business owners.

Working with Savvy

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.

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