Scott Fligel, CFP®, ChFC®, CLU®, AEP®
Wealth Management Advisor


Fligel Financial Services

Professional

A native Charlottean, Scott has witnessed the monumental changes that have occurred with the city’s growth. He also watched both of his grandfathers build successful, family-owned companies and saw first-hand the impact of a sound financial plan. Wanting to help others prepare for their future, Scott launched his financial advising practice in 1992. He believes each client should have a comprehensive plan that allows them to achieve their goals and provides financial security.

“Planning for your future properly - it doesn’t just affect you, or your retirement.  I want  help each client secure the financial plan that best suits their goals, ensuring they are able to benefit from their hard work and dedication throughout their career.”

A Certified Financial Planner™ Professional, Scott prides himself in his tactful, analytical approach and his team’s commitment to provide outstanding service to each client. With his years of financial planning expertise, Scott has an extensive network of specialists in the areas of tax, legal and investment planning.

 

While Scott and his team have worked with a wide range of individuals, they have found that their expertise has added the most value to the following clients:

Family-Owned & Closely-Held Businesses

Holding true to his own roots, Scott helps family-owned & closely-held businesses protect and enjoy the fruits of their labor.  Whether in manufacturing, construction, or another industry, Scott is passionate about being a resource to the generations that depend on the success of your business. Advising in business succession, executive benefit planning, retirement and estate planning, Scott and his team show business owners how all these pieces of a comprehensive financial plan impact their families, estate planning and wealth creation. 

Professionals Nearing Retirement

Taking the leap from a corporate salary to pension plans and investment distributions can be frightening, and many times confusing. While retirement is synonymous with freedom, it can often bring stress and uncertainty. Scott and his team help simplify the retirement planning process, creating an income plan that gives you confidence in living the life of your dreams.

Healthcare Practitioners

We find that we can be a great resource to physicians, dentists, oral surgeons, orthodontists and specialized physicians. Juggling work responsibilities with family, social and a host of other commitments can be a daunting task.  As you manage the day-to-day operations of your practice, we can provide strategy to remove risk, prepare for retirement, create tax strategy and design succession or sale for your business.

Private Equity & Investment Banking Professionals

Living in a banking town, Scott and his team have built an extensive of community of valued clients in the banking world. When much of your income is dependent on your performance and, even then, much of that compensation is received through restricted stock, stock options, cash bonuses or when companies exit from the portfolio,, you often don’t have the time to create strategies that will be both tax-efficient and planning centric. Scott and his team know their clients in the banking world are deeply educated and can strategically partner with their clients to help point them in the right direction.

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