FAQ:

Frequently Asked Questions

Who could benefit from a meeting?
  • Anyone who would like to protect their principal* from market declines. 
  • Anyone who wants a reasonable rate of return** on their money, over time. 
  • Anyone who would like to discuss their current financial situation. 
I already have a financial professional - Why do I need to see Scott Andrews?

A large percent of the people who come in to visit us already own financial products or are working with a financial professional. This is not about trying to steal you away from that person; this is about educating you on the choices of where to invest your money and feel good about your financial strategies. We focus on financial vehicles that can provide protection of principal from market declines. This is a no obligation meeting and/or analysis.

How do I schedule a time to meet with Scott Andrews?

You may schedule a time to meet with Scott Andrews by calling our office at (832) 371-2000 or emailing us at info@andrewsfinancial.org to request a meeting.

What are my obligations after my first face-to-face visit?

There is no obligation after the meeting. Upon Scott Andrews’ review, he may not recommend any changes. If he feels he can improve your overall financial picture, he will discuss details and you can decide if you’d like to schedule your next meeting.

What should I bring to the face-to-face meeting?
  • Bring statements of any account you want to review. If you want an overall summary; bring all account statements, life insurance policies, and any other financial statements to give us the “big picture.”
  • Any information relating to any specific concern you have.
  • A list of any questions you may have or topics you want to discuss.
Still have questions?

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