Scott Holstein, Scott E. Holstein, Holstein, SEH, scottholstein, S Holstein, Scott E Holstein, scott e holstein, scott holstein, Holstein, Scott H, scottholstein

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. Our website offers  educational articles that outline financial concepts and calculators that will help you assess your current and future needs as well as 24/7 access to your accounts.  

 We are proud to be included in Worth magazines list of  the top 250 Wealth managers in America 

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Securities and investment advisory services offered through Walnut Sreet Securities, Inc. (Member FINRA/SIPC), a registered investment advisor.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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