Clarity
Explain the choices in plain language so you can ask better questions.
Scott Wealth Plan
Your financial planning starts here.
What would you like to do?
Tell our team what you need help with.
Explore our services
Our approach
Personal attention.
Understand your picture
Talk about your goals, your responsibilities and what is changing in your life.
Connect the decisions
Consider how investments, protection, retirement and taxes fit together.
Keep the conversation going
Revisit your priorities as your life and circumstances evolve.
Start with a conversation.
Build with a purpose.
Talk to usServices
Education planning · 529
Plan for the people and possibilities that matter to you.
Save for education with purpose
Discuss education goals for your child or grandchild, a savings timeline and how a 529 plan may fit alongside retirement and other priorities.
529 education savings
A 529 plan can offer federally tax-free earnings when used for qualified education expenses. We can discuss savings goals, investment choices, fees, beneficiaries and your state’s tax treatment. Nonqualified withdrawals may create taxes and penalties.
Services
Planning calculators
Explore retirement savings and income possibilities.
Future planning · savings and income
Start with an initial investment, monthly savings or retirement income goal. Choose what you want to solve.
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Planning calculators
Explore possibilities. Your entries stay in this browser.
IRA growth calculator
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
2026 IRA eligibility check
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Annuity income illustration
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Required minimum distribution · RMD
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Social Security · compare claiming ages
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
About Scott Wealth Plan
A team approach.
Your goals at the center.
We bring investments, retirement, insurance and tax considerations into one clear conversation.
Who we are
At Scott Wealth Plan, we take a team approach to understanding your goals and connecting your financial decisions.
We listen, explain your options in plain language and keep your priorities at the center as your needs change.
Personal attention.
A shared commitment.
We work with you to bring clarity to your financial questions and keep the conversation focused on what matters to you.
Talk to usPerspective
Look at the whole picture, rather than a financial decision in isolation.
Consistency
Keep your goals in view as your needs and circumstances change.
Our founder · Jason Diamond
Jason Diamond is the founder of Scott Wealth Plan. He works with individuals and families to bring clarity to investments, insurance, retirement and tax planning.
He believes financial knowledge can change a family's future, and that everyone deserves explanations they can understand and room to ask questions.
That belief is at the heart of Scott Wealth Plan: empowering people through financial literacy to make informed decisions with the resources they have, build a future for their children and create a lasting legacy.
Start with a conversation.
Build with a purpose.
Talk to usExplore the possibilities
A connected view
of your financial life.
Start with the questions you have today. Consider how the answers affect tomorrow.
Financial planning
Plan your future with Scott Wealth Plan. Connect with our team to build a financial plan around your goals, values and where you are in your journey. Revisit your progress and make adjustments as life changes.
- Goals, cash flow and savings
- Investment strategy and risk
- Retirement and education planning
- Insurance and family protection
- Estate planning coordination with your attorney
- Tax coordination with your qualified tax professional
Retirement planning
It is never too early—or too late—to start a retirement conversation. Connect your savings, workplace plans and income needs with the life you want after work.
- Compare your 401(k) rollover options
- Review IRA transfers and consolidation
- Compare taxable investing, traditional IRAs and Roth IRAs
- Plan retirement income and withdrawals
Insurance
Explore home, auto, ACA health, commercial and mobile-home coverage.
- Protection for individuals and families
- ACA Marketplace health coverage
- Small-business and property coverage
Tax planning coordination
Consider the tax implications of financial choices and identify questions for your tax professional.
- Tax considerations in investing
- Retirement distribution questions
- Coordination with qualified tax professionals
This page describes planning topics. Specific services and products depend on applicable licensing, provider arrangements and individual circumstances.
Start with a conversation.
Build with a purpose.
Talk to usServices
Financial planning
Plan your future with Scott Wealth Plan. Connect with our team to build a financial plan around your goals, values and where you are in your journey. Revisit your progress and make adjustments as life changes.
Let’s talk about your next step
Start a conversation with our team.
Learn more
- Goals, cash flow and savings
- Investment strategy and risk
- Retirement and education planning
- Insurance and family protection
- Estate planning coordination with your attorney
- Tax coordination with your qualified tax professional
A plan that grows with you
Understand your life
We gather your financial picture, clarify your goals and review where you stand.
Build the plan together
We explore options, explain recommendations and coordinate investments, insurance, retirement, estate and tax considerations.
Put it into practice and revisit
We agree on next steps, help coordinate implementation and review progress as your life changes.
Explore your planning options
General investment account
A taxable brokerage account can support goals beyond retirement. It has no IRA contribution cap; investment income and realized gains may be taxable. We can discuss your time horizon, liquidity and risk.
Traditional IRA
An individual retirement account with possible tax-deductible contributions and tax-deferred growth. Deductibility depends on income, filing status and workplace coverage. Withdrawals are generally taxable; early withdrawals may carry additional tax.
Roth IRA
Contributions use after-tax money. Qualified withdrawals are tax-free. Direct contribution eligibility depends on income and filing status; age and the five-year rule matter for withdrawals of earnings.
401(k)
A retirement savings plan offered by many employers, often with a matching contribution. Compare keeping an old plan, moving to an eligible new employer plan, rolling to an IRA or taking a distribution. Review fees, investments, protections and taxes before moving money.
403(b)
A workplace retirement plan for eligible public-school, nonprofit and certain religious employees. Your employer’s plan determines available investments and transfer options.
457(b)
A deferred compensation plan offered by eligible government and some tax-exempt employers. Governmental and nongovernmental plans have different rollover, creditor and distribution rules. Review your exact plan before transferring funds.
Education planning · 529
Plan for a child’s or grandchild’s education with a 529 savings conversation. Earnings used for qualified education expenses can be federally tax-free. Compare plan fees, investments, eligible expenses and your state’s tax treatment.
Estate and insurance coordination
Bring beneficiaries, family protection and legacy goals into the same plan. We coordinate planning questions with your estate attorney and tax professional; legal documents and tax preparation belong with those professionals.
A rollover is not always the best choice. We compare available options and their costs and consequences before a decision. Services depend on applicable licensing and provider arrangements.
Planning calculators
Future planning · savings and income
Start with an initial investment, monthly savings or retirement income goal. Choose what you want to solve.
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Planning calculators
Explore possibilities. Your entries stay in this browser.
IRA growth calculator
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
2026 IRA eligibility check
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Annuity income illustration
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Required minimum distribution · RMD
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Social Security · compare claiming ages
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
This page describes planning topics. Specific services and products depend on applicable licensing, provider arrangements and individual circumstances.
Services
Retirement planning
It is never too early—or too late—to start a retirement conversation. Connect your savings, workplace plans and income needs with the life you want after work.
Let’s talk about your next step
Start a conversation with our team.
Learn more
- Compare your 401(k) rollover options
- Review IRA transfers and consolidation
- Compare taxable investing, traditional IRAs and Roth IRAs
- Plan retirement income and withdrawals
Explore your planning options
General investment account
A taxable brokerage account can support goals beyond retirement. It has no IRA contribution cap; investment income and realized gains may be taxable. We can discuss your time horizon, liquidity and risk.
Traditional IRA
An individual retirement account with possible tax-deductible contributions and tax-deferred growth. Deductibility depends on income, filing status and workplace coverage. Withdrawals are generally taxable; early withdrawals may carry additional tax.
Roth IRA
Contributions use after-tax money. Qualified withdrawals are tax-free. Direct contribution eligibility depends on income and filing status; age and the five-year rule matter for withdrawals of earnings.
401(k)
A retirement savings plan offered by many employers, often with a matching contribution. Compare keeping an old plan, moving to an eligible new employer plan, rolling to an IRA or taking a distribution. Review fees, investments, protections and taxes before moving money.
403(b)
A workplace retirement plan for eligible public-school, nonprofit and certain religious employees. Your employer’s plan determines available investments and transfer options.
457(b)
A deferred compensation plan offered by eligible government and some tax-exempt employers. Governmental and nongovernmental plans have different rollover, creditor and distribution rules. Review your exact plan before transferring funds.
Education planning · 529
Plan for a child’s or grandchild’s education with a 529 savings conversation. Earnings used for qualified education expenses can be federally tax-free. Compare plan fees, investments, eligible expenses and your state’s tax treatment.
Estate and insurance coordination
Bring beneficiaries, family protection and legacy goals into the same plan. We coordinate planning questions with your estate attorney and tax professional; legal documents and tax preparation belong with those professionals.
A rollover is not always the best choice. We compare available options and their costs and consequences before a decision. Services depend on applicable licensing and provider arrangements.
Planning calculators
Future planning · savings and income
Start with an initial investment, monthly savings or retirement income goal. Choose what you want to solve.
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Planning calculators
Explore possibilities. Your entries stay in this browser.
IRA growth calculator
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
2026 IRA eligibility check
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Annuity income illustration
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Required minimum distribution · RMD
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
Social Security · compare claiming ages
Open this website in a full web browser to use the calculator. Calculation inputs stay in your browser.
This page describes planning topics. Specific services and products depend on applicable licensing, provider arrangements and individual circumstances.
Services
Tax planning coordination
Consider the tax implications of financial choices and identify questions for your tax professional.
Learn more
- Tax considerations in investing
- Retirement distribution questions
- Coordination with qualified tax professionals
We discuss tax considerations as part of financial planning and coordinate with your tax professional. We do not prepare tax returns or provide tax services.
For you and your business
What do you need
insurance for?
Choose your coverage. Start with a few simple details.
Home
Your house or condo.
Start a quote request
Auto
Your personal car.
Start a quote requestHealth · ACA Marketplace
Individual and family coverage, including Obamacare plans.
Start a quote request
Commercial
Your small business or work vehicles.
Start a quote request
Mobile Homes
Manufactured homes, including homes in mobile home parks.
Start a quote requestInsurance
Home · Start your quote request
Share the basics so we can understand what you need.
Choose a different insurance type
Open this website in a full web browser to send a quote request.
Insurance
Auto · Start your quote request
Share the basics so we can understand what you need.
Choose a different insurance type
Open this website in a full web browser to send a quote request.
Insurance
Health · ACA Marketplace · Start your quote request
Share the basics so we can understand what you need.
Health coverage for your life
Explore ACA Marketplace plans—often called Obamacare—for individuals and families. Compare monthly premiums, deductibles, doctor networks and prescription coverage.
Who may qualify?
Eligible U.S. citizens, nationals and certain lawfully present immigrants may qualify. A work permit alone does not settle eligibility; the immigration category and current Marketplace rules matter. Coverage eligibility and financial assistance are separate. Verify current rules for the coverage year.
How do we compare plans?
Start with your doctors, prescriptions, budget and expected care. Bronze, Silver, Gold and Platinum describe cost sharing, not quality. Savings and enrollment timing depend on eligibility. Small-business group coverage and Medicare follow different paths.
For this first step, do not enter Social Security numbers, immigration documents or medical records. Full applications belong in a secure enrollment system.
Choose a different insurance type
Open this website in a full web browser to send a quote request.
Insurance
Commercial · Start your quote request
Share the basics so we can understand what you need.
Choose a different insurance type
Open this website in a full web browser to send a quote request.
Insurance
Mobile Homes · Start your quote request
Share the basics so we can understand what you need.
Choose a different insurance type
Open this website in a full web browser to send a quote request.
Your next conversation
Let’s start with
what matters to you.
A first conversation is a chance to share your priorities and identify the questions you want to explore.
Consultation
Prepare for a consultation
You do not need to have every answer. Start with one goal, one concern or one decision you would like to understand better.
What you would like to accomplish
Any upcoming life or financial changes
The questions you want to ask
Tell us how to reach you. Our team will follow up to arrange a conversation.
Get in touch
Good planning starts
with good questions.
Begin with the conversation that is most useful to you.
Talk to our team
Tell us what you need help with. We’ll help you find the right starting point.
Contact
Send an inquiry through our consultation form.
Based in South Florida
Serving conversations about financial goals, protection and the future.
Your preferred language
Explore this website in English or Spanish.
Before we talk
What should I prepare?
Start with your goals and questions. Please do not submit sensitive documents.
Can I explore more than one topic?
Yes. We can discuss your financial goals together.
How do I arrange an appointment?
Send your name, email and phone number. Our team will contact you to arrange a time.
Helpful information
Privacy
When you submit an inquiry, your contact details and message are sent to Scott Wealth Plan through Netlify Forms so our team can respond. Netlify processes and stores submissions and may process technical logs. Please do not submit account numbers, Social Security numbers, medical records or sensitive documents. We use inquiry details to respond and arrange requested services.
Helpful information
Cookies
This version of the website does not set cookies or use advertising or analytics trackers. The language choice lasts only while the page is open. Hosting services may have their own technical data practices. If tracking or connected forms are added, this notice will need to be updated.
Helpful information
Terms of use
This website provides general information, not personalized advice or an agreement to provide services. Submitting a request does not establish a client relationship, confirm an appointment or purchase insurance. Our team will follow up. Specific services depend on licensing, provider arrangements and individual circumstances.
Helpful information
Accessibility
We aim to make the website easy to read and navigate, with keyboard access, visible focus indicators and layouts that adapt to smaller screens. You can enlarge text using your browser settings. If you have difficulty using a page, use the Contact page to find available ways to reach our team.
Helpful information
Investment and insurance disclosures
Investment products are not FDIC insured, are not bank deposits, carry no bank guarantee and may lose value. Insurance coverage is governed by the policy and insurer; a quote request is not proof of coverage. Scott Wealth Plan does not provide tax preparation or tax services. Employment history in our founder’s bio describes experience and does not establish affiliation or endorsement by those firms.