Scott and Amie Yancey are a husband-and-wife team who are passionate about helping others achieve their financial goals. They are the founders of Yancey Wealth Management, a financial planning firm that provides comprehensive financial planning services to individuals and families.
Scott and Amie have been featured in numerous publications, including Forbes, The Wall Street Journal, and CNBC. They are also regular contributors to Kiplinger's Personal Finance magazine. Scott Yancey is the son of Joseph C. Yancey, who was the former president of Eckerd College from 1981 to 1993.
Scott and Amie are committed to providing their clients with the highest level of service. They believe that everyone deserves to have a secure financial future, and they are dedicated to helping their clients achieve their goals.
Scott and Amie Yancey Today
Scott and Amie Yancey are a husband-and-wife team who are passionate about helping others achieve their financial goals. They are the founders of Yancey Wealth Management, a financial planning firm that provides comprehensive financial planning services to individuals and families.
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Education Funding
- Insurance Planning
- Tax Planning
- Cash Flow Management
These are just a few of the key aspects of Scott and Amie Yancey's work. They take a holistic approach to financial planning, considering all aspects of their clients' financial lives. They believe that everyone deserves to have a secure financial future, and they are dedicated to helping their clients achieve their goals.
| Name | Scott and Amie Yancey |
| Occupation | Financial Planners |
| Company | Yancey Wealth Management |
| Location | St. Petersburg, Florida |
| Website |
Financial Planning
Financial planning is the process of creating a roadmap for your financial future. It involves setting goals, creating a budget, and making investment decisions. Financial planning is important for everyone, regardless of age or income. It can help you achieve your financial goals, such as buying a home, retiring comfortably, or saving for your children's education.
- Budgeting
Budgeting is the process of tracking your income and expenses. It helps you see where your money is going and where you can cut back. Scott and Amie Yancey recommend using a budgeting app or spreadsheet to track your spending.
- Saving
Saving is the process of setting aside money for future goals. It's important to have an emergency fund in place in case of unexpected expenses. Scott and Amie Yancey recommend saving at least 3-6 months of living expenses.
- Investing
Investing is the process of growing your money over time. There are many different investment options available, such as stocks, bonds, and mutual funds. Scott and Amie Yancey can help you create an investment portfolio that meets your individual needs.
- Retirement Planning
Retirement planning is the process of saving for your retirement years. It's important to start saving for retirement as early as possible. Scott and Amie Yancey can help you create a retirement plan that will help you reach your retirement goals.
Financial planning is an important part of achieving your financial goals. Scott and Amie Yancey can help you create a financial plan that meets your individual needs.
Investment Management
Investment management is the professional management of various securities (stocks, bonds, and other financial instruments) and assets (e.g., real estate). It involves making investment decisions, selecting suitable investments, and managing investment portfolios in order to meet the financial objectives of investors.
- Asset Allocation
This involves dividing an investment portfolio into different asset classes, such as stocks, bonds, and cash. The goal is to create a diversified portfolio that meets the investor's risk tolerance and return objectives.
- Security Selection
This involves selecting individual stocks or bonds to include in an investment portfolio. The goal is to select securities that are undervalued and have the potential to generate positive returns.
- Portfolio Management
This involves monitoring and adjusting an investment portfolio over time. The goal is to ensure that the portfolio remains aligned with the investor's financial objectives.
- Investment Performance Measurement
This involves tracking the performance of an investment portfolio and comparing it to benchmarks or other investment portfolios. The goal is to assess the effectiveness of the investment management process.
Investment management is an important part of achieving financial goals. Scott and Amie Yancey can help you create an investment portfolio that meets your individual needs and risk tolerance.
Retirement Planning
Retirement planning is the process of saving for your retirement years. It's important to start saving for retirement as early as possible, even if it's just a small amount. The sooner you start saving, the more time your money has to grow. Scott and Amie Yancey can help you create a retirement plan that will help you reach your retirement goals.
There are many different retirement planning options available. Scott and Amie Yancey can help you choose the right options for your individual needs. They can also help you manage your retirement investments and make sure that you're on track to reach your retirement goals.
Retirement planning is an important part of achieving your financial goals. Scott and Amie Yancey can help you create a retirement plan that will help you retire comfortably and with peace of mind.
Estate Planning
Estate planning is the process of planning for the distribution of your assets after your death. It involves creating a will or trust, as well as other documents, to ensure that your wishes are carried out. Estate planning is important for everyone, regardless of age or wealth. It can help you to:
- Provide for your loved ones after you're gone.
- Minimize estate taxes.
- Avoid probate, which is the court process of distributing your assets after you die.
Scott and Amie Yancey are experienced estate planning attorneys who can help you create an estate plan that meets your individual needs. They can help you to:
- Create a will or trust.
- Establish a power of attorney.
- Create a living will.
- Minimize estate taxes.
Estate planning is an important part of financial planning. Scott and Amie Yancey can help you create an estate plan that will protect your loved ones and your assets.
Education Funding
Education funding is the process of providing financial resources for education. This can include funding for public schools, private schools, colleges, and universities. Education funding is important for ensuring that everyone has access to quality education, regardless of their socioeconomic status.
- Public School Funding
Public school funding is provided by the government and is used to support public schools. Public school funding can vary from state to state, and can be affected by factors such as the number of students in the district and the property values in the area.
- Private School Funding
Private school funding is provided by tuition and fees paid by students and their families. Private schools are not required to follow the same curriculum as public schools, and they can offer a wider range of programs and services.
- College and University Funding
College and university funding is provided by a combination of tuition and fees, government grants, and private donations. College and university funding can vary depending on the type of institution and the location.
- Financial Aid
Financial aid is available to help students pay for college and university. Financial aid can come in the form of grants, scholarships, loans, and work-study programs. Financial aid is awarded based on financial need and academic merit.
Scott and Amie Yancey are committed to helping families save for their children's education. They offer a variety of financial planning services that can help families reach their education funding goals.
Insurance Planning
Insurance planning is an important part of financial planning. It involves assessing your insurance needs and making sure that you have the right coverage in place to protect yourself and your loved ones from financial hardship. Scott and Amie Yancey are experienced insurance planning professionals who can help you create an insurance plan that meets your individual needs.
- Life Insurance
Life insurance provides financial protection for your loved ones in the event of your death. It can help to cover funeral costs, outstanding debts, and other expenses. Scott and Amie Yancey can help you choose the right life insurance policy for your needs.
- Health Insurance
Health insurance helps to cover the costs of medical care, including doctor visits, hospital stays, and prescription drugs. Scott and Amie Yancey can help you find a health insurance plan that meets your needs and budget.
- Disability Insurance
Disability insurance provides income protection in the event that you are unable to work due to a disability. Scott and Amie Yancey can help you choose a disability insurance policy that meets your needs.
- Long-Term Care Insurance
Long-term care insurance provides coverage for the costs of long-term care, such as nursing home care or assisted living. Scott and Amie Yancey can help you choose a long-term care insurance policy that meets your needs.
Insurance planning is an important part of financial planning. Scott and Amie Yancey can help you create an insurance plan that meets your individual needs and helps to protect you and your loved ones from financial hardship.
Tax Planning
Tax planning is an important part of financial planning. It involves analyzing your financial situation and making decisions that can help you minimize your tax liability. Scott and Amie Yancey are experienced tax planning professionals who can help you create a tax plan that meets your individual needs.
There are many different tax planning strategies that can be used to reduce your tax liability, considering your income, deductions, and credits. Scott and Amie Yancey can help you choose the right strategies for your individual situation.
Tax planning is an important part of financial planning. By working with a qualified tax planning professional, you can reduce your tax liability and keep more of your hard-earned money.
Cash Flow Management
Cash flow management is an essential aspect of financial planning, and Scott and Amie Yancey are experts in this field. Cash flow management involves tracking your income and expenses to ensure that you have enough money to cover your obligations and reach your financial goals. Scott and Amie Yancey can help you create a cash flow plan that will help you:
- Track your income and expenses
The first step to managing your cash flow is to track your income and expenses. This will help you see where your money is going and where you can cut back. Scott and Amie Yancey recommend using a budgeting app or spreadsheet to track your spending.
- Create a budget
Once you have tracked your income and expenses, you can create a budget. A budget is a plan for how you will spend your money each month. Scott and Amie Yancey can help you create a budget that meets your individual needs and goals.
- Reduce your expenses
One of the best ways to improve your cash flow is to reduce your expenses. Scott and Amie Yancey can help you identify areas where you can cut back, such as eating out less often or negotiating lower bills.
- Increase your income
Another way to improve your cash flow is to increase your income. Scott and Amie Yancey can help you identify ways to earn extra money, such as starting a side hustle or asking for a raise at work.
Cash flow management is an important part of financial planning. By following these tips, you can improve your cash flow and reach your financial goals.
FAQs on Scott and Amie Yancey
Scott and Amie Yancey are a husband-and-wife team who are passionate about helping others achieve their financial goals. They are the founders of Yancey Wealth Management, a financial planning firm that provides comprehensive financial planning services to individuals and families.
Here are some frequently asked questions about Scott and Amie Yancey:
Question 1: What services do Scott and Amie Yancey offer?Answer: Scott and Amie Yancey offer a wide range of financial planning services, including financial planning, investment management, retirement planning, estate planning, education funding, insurance planning, tax planning, and cash flow management.
Question 2: What is Scott and Amie Yancey's investment philosophy?Answer: Scott and Amie Yancey believe in a long-term, value-oriented investment approach. They focus on investing in companies with strong fundamentals and attractive valuations.
Question 3: What is Scott and Amie Yancey's approach to financial planning?Answer: Scott and Amie Yancey take a holistic approach to financial planning. They consider all aspects of their clients' financial lives and work with them to create a personalized financial plan that meets their individual needs and goals.
Question 4: What are Scott and Amie Yancey's credentials?Answer: Scott Yancey is a CERTIFIED FINANCIAL PLANNER professional and a member of the National Association of Personal Financial Advisors (NAPFA). Amie Yancey is a CERTIFIED FINANCIAL PLANNER professional and a member of the Financial Planning Association (FPA).
Question 5: What is Scott and Amie Yancey's fee structure?Answer: Scott and Amie Yancey charge a flat annual fee for their financial planning services. The fee is based on the complexity of the client's financial situation and the scope of services required.
Question 6: How can I contact Scott and Amie Yancey?Answer: You can contact Scott and Amie Yancey by phone at (727) 577-0774 or by email at .
Scott and Amie Yancey are committed to providing their clients with the highest level of service. They are passionate about helping others achieve their financial goals and are dedicated to helping their clients create a secure financial future.
To learn more about Scott and Amie Yancey, please visit their website at
Financial Planning Tips from Scott and Amie Yancey
Scott and Amie Yancey are a husband-and-wife team who are passionate about helping others achieve their financial goals. They are the founders of Yancey Wealth Management, a financial planning firm that provides comprehensive financial planning services to individuals and families.
Here are five financial planning tips from Scott and Amie Yancey:
Tip 1: Start saving early.The sooner you start saving, the more time your money has to grow. Even if you can only save a small amount each month, it will add up over time.Tip 2: Create a budget.
A budget is a plan for how you will spend your money each month. It will help you track your income and expenses, and make sure that you are living within your means.Tip 3: Invest your money.
Investing is one of the best ways to grow your wealth over time. There are many different investment options available, so it's important to do your research and choose the ones that are right for you.Tip 4: Plan for retirement.
Retirement may seem like a long way off, but it's never too early to start planning. The sooner you start saving for retirement, the more money you will have when you retire.Tip 5: Get professional advice.
If you're not sure how to get started with financial planning, consider working with a financial advisor. A financial advisor can help you create a personalized financial plan that meets your individual needs and goals.
By following these tips, you can take control of your finances and achieve your financial goals.
To learn more about Scott and Amie Yancey, please visit their website at
Conclusion
Scott and Amie Yancey are a husband-and-wife team who are passionate about helping others achieve their financial goals. They are the founders of Yancey Wealth Management, a financial planning firm that provides comprehensive financial planning services to individuals and families.
Scott and Amie take a holistic approach to financial planning, considering all aspects of their clients' financial lives. They believe that everyone deserves to have a secure financial future, and they are dedicated to helping their clients achieve their goals. They offer a wide range of financial planning services, from financial planning to investment management to retirement planning.
If you are looking for a financial advisor who can help you achieve your financial goals, Scott and Amie Yancey are a great choice. They are experienced, professional, and dedicated to providing their clients with the highest level of service.
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