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.
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Track your Progress
We support you through proactive quarterly reviews and meetings as needed, always by your side.
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Scott’s published work
Market Updates & Economic Outlook
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How can I help?
Structured Planning
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Small Business Tax
Environment, Social and Governance (ESG) Investing
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Retirement Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
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.
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Book a 30-minute introductory call with Scott.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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