Your Goals Are Our Goals
Helping individuals and families pursue their retirement dreams.
Meet the Zeller Financial Services Team
Scott Zeller
Founder
“Being confident in your plan, your future and your advisor is crucial to a successful retirement. Seek nothing less.” Retiring with confidence is always the primary goal for all of our clients.
When faced with the excitement and chaos of day-to-day living, it’s easy to put planning for retirement on the back burner — something Scott knows all too well. His grandparents passed away with little to no financial plan. The stress of losing loved ones is difficult enough and without a plan to deal with end of life uncertainties it can be incredibly stressful on those left behind. We all have a testimony of losing someone close and often there are simple planning strategies that could have had a dramatic impact without having required any additional money saved. Scott set out to make a difference, starting with his Mom. With his guidance, she has been able to enjoy her retirement without worrying about running out of money. With a strategic approach and taking Family history into consideration, not only will Scott’s Mom not run out of money, but the uncertainties about our future health are much less likely to leave a painful financial recovery for loved ones.
Since 2008 Scott has been a trusted partner to his clients. He has helped them achieve their unique financial goals regardless of their wealth. Before focusing on financial planning, he honed his skills in the banking and mortgage lending sectors. He is focused on establishing meaningful client relationships surrounded by trust and confidence. The testimony of his own Family is always a reminder that our stories may be our own, but they are often not original. Life happens to us all and feeling confident in our retirement future allows us to plan and fulfill the dreams of our senior years.
For Scott, the most enjoyable part of his work is making meaningful connections with people while helping them gain greater confidence in their financial future. “I’m just a local guy trying to do the same things my clients are doing,” says Scott. “We buy the same groceries; we buy the same gas. We’re all trying to do our best.”
Scott attended Indiana University Southeast. Committed to professional growth, he continues to expand his knowledge through ongoing education and serves clients in multiple states. Scott also conducts local educational workshops throughout the year. Being based in downtown New Albany, Indiana provides Scott a close connection to a town he loves. Providing a valuable service for a crucial part in all our lives and in a town close to his heart remains to be one of his greatest accomplishments.
When he’s not helping clients, Scott enjoys competitive clay shooting and restoring his ’74 BMW motorcycle. A car enthusiast, he also enjoys making the rounds at car shows with his classic Jeep Grand Wagoneer which can be seen at his seminar events and around town. Scott always appreciates a story about someone’s first car or a memorable time driving what is now an old classic.
