Scott Tucker Solutions

Scott Tucker Solutions is a Chicago financial planning and insurance practice focused on retirement income, tax-reduction strategies and legacy planning for people nearing or in retirement. Its work covers annuities, life insurance, IRA and 401(k) rollovers, long-term care strategies and trusts, with wealth management and investment advisory services offered through a separate registered investment adviser.

New clients usually start with a complimentary phone consultation or a short quiz that maps out their finances before any plan is drawn up. The firm serves clients in many states, not only the Chicago area, and it also teaches classroom workshops and holds live events on tax planning and retirement income. It works with outside tax professionals and attorneys but does not give tax or legal advice itself.