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
Gather information
Through discussions and documentation, we analyze the landscape of your finances to understand your goals, challenges, and current resources.
Build your financial topography map
We assess and measure your assets, tools, and frameworks, pinpoint your current position in alignment with your objectives, and outline the necessary actions to help you securely reach your destination.
Begin your journey
Embarking on this journey together involves continually refining your investment allocations and corporate structures, surmounting unique obstacles to enhance your net worth.
‍
Track your Progress
We support you through proactive quarterly reviews and meetings as needed, always by your side.
‍
How can I help?
Structured Planning
‍
Small Business Tax
Environment, Social and Governance (ESG) Investing
‍
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.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
