Scott A. Brown
Scott is the owner of Lake Minnetonka Financial, a retirement plan investment advisor and consultant. Broadly, Scott’s role is to help plan sponsors and employees understand and optimize their retirement plans. He has carried out this role without a single complaint since 1986. He has extensive experience in retirement plans and executive benefits:
• qualified pension plans,
• nonqualified deferred compensation plans, and
• executive compensation plans
Often, business owners find that qualified retirement plans help meet their retirement goals but need to be supplemented with nonqualified deferred compensation plans. Scott structures these plans for executives like you so you can take advantage of tax* benefits and grow your investments more efficiently.
The Great Recession has led to increased discussion amongst regulators about a fiduciary standard, simply, always doing what is in the best interest of the customer (in the case of retirement plans, the participant is the customer). While the debate continues about how widely a fiduciary standard should apply, the standard has been in place for retirement plan sponsors and investment advisors for quite some time. Scott manages your retirement plan to a fiduciary standard and helps you comply with your responsibilities as well.
An active outdoorsman and environmentalist, Scott loves both hunting and fishing. He appreciates being outdoors and sees how fragile some environments can be. Scott wants to make sure future generations have the opportunity to enjoy hunting and fishing also.
Individual Counseling
In addition to helping businesses manage their retirement plans, Scott also helps individuals with retirement planning and investment management. Individual Counseling services are available by referral only.
Scott is an Investment Advisor Representative of and offers investment advisory services through UnderDog Wealth Management, LLC, a Registered Investment Adviser.
*Lake Minnetonka Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
