Make all of your hard-earned combined assets work best for you
Your Retirement, Your Way
I’ve been helping retirees and pre-retirees plan and enjoy retirement for over 25 years.
I’m the founder of Defined Wealth and a Registered Investment Advisor located in Colorado Springs, CO. I serve a fiduciary role to all my clients, which means I’m legally and ethically bound to put you first. And, that's just what we do here.
My specialty is in retirement lifestyle planning with an emphasis on lifetime income, so you’re confident your money will last as long as you do.
As a small, boutique firm, we create personalized financial plans to fit your lifestyle, goals, and needs.
Because we believe you should enjoy this stage of life without worrying about money.
I'm Scott Palmer.
Percentage of clients who are retired military
40%
average client retention rate
98%
years in the industry
25
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We adjust to meet your goals together
I’ll help you make a well-informed decision on how to best spend your money for your lifestyle and needs throughout this next life stage.
- Claim social security and find 576 ways to claim and distribute it, you’ve got a tailored plan that delivers the best outcome
- Find and allocate funds for surprise expenditures like repairing the $20k dock at your lake house, you can bounce ideas off of an advisor you trust and make your money work for you
- Buy a home in Florida and you’re not sure it’s the best investment, you can hop on a call and make sure it’s a wise move financially
- Combine assets with a new spouse or make sure your kids will know what to do should anything happen, you have a go-to, trusted planner who can take care of it
- Re-arrange your funds to make more room for donations to your favorite non-profit, I’m a call away to help you map it out
So when you retire and want to:
Helping your Family Retire with Confidence in Your Finances.
The investment advising that our team offers serves our ultimate goal:
Our clients’ interests always come ahead of our own. We do not sell or promote any particular product or service. We have no obligations to any specific financial services firm. We review fees in our quarterly meetings. There are no hidden fees.
We’ll share what we believe is the best decision and stand by your final call. We talk about our fees on day one.
Open-Communication
We are honest, truthful, and dependable. We strive to put you first.
Integrity
Each client is asked to meet with us quarterly to review finances and answer any questions.
High-Touch
We only take on a limited number of clients in order to best serve a select group.
Boutique
The Defined Wealth Experience
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Are you getting the most out of your retirement?
Unlock your retirement* potential
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