Scott Jewett, CFP^®

CEO, Senior Financial Advisor

Credentials

CERTIFIED FINANCIAL PLANNER™

“We get to go through life with our clients. I feel privileged to meet with them and hear about what is happening in their world and with their families. They share their dreams and fears with us, and we get to help them achieve those dreams and conquer those fears.”

Scott infuses everything in his life with care, dedication and a commitment to helping others. As a financial advisor, he serves his clients with wisdom, integrity and kindness, and he has a knack for making complex things simple. He is proud to lead a team of wonderful people and to have helped shape MarsJewett’s culture of service.

A Bellevue native, Scott graduated with honors from Pacific Christian College with dual degrees in Business Administration and Biblical Studies. After college, he spent the first seven years of his career at Boeing. During that time, he and his wife began helping members of their church who were struggling to manage their finances or facing financial crisis, and this helped spark his passion to become a financial advisor. In 1994, he attended a seminar Glenn (Mars) was teaching for the Boeing Management Association, and a year later, Glenn hired him. The rest, as they say, is history.

Scott feels that he truly found his calling as a financial advisor, as it combines his passion for helping people with his love of untangling the technical complexities of finance and investing. He actually gets excited when Congress changes the tax and finance laws, because it means he gets to dig into the research and figure out new planning strategies that will benefit our clients!

Scott is a devoted husband and father of three. Sports are a lifelong passion for him and his wife Kim, and when they’re not watching their own kids play, you’ll likely find them rooting for the Mariners, Seahawks or Huskies—he even proposed to Kim on the 50-yard line of Husky Stadium. Now that his kids are (mostly) out of the house, he has more time to work on his golf game… and he’s quick to say that it needs some work.

Scott is also very active in his community and his church, where he has served for over 25 years in financial ministry. He previously served on the boards of two non-profit organizations, and currently serves on the trust and investment committee at the school his kids graduated from.

Financial Planning: Needs, Wants & Desires

One of the most common questions our clients have is understanding how much money they need to meet their goals. Some of these goals are specific and concrete, while others may be long held dreams or wishes.

Financial Planning: Needs, Wants & Desires

We understand that you’ve worked hard to save your money, and we want to help you create a plan that will allow you to feel comfortable and enjoy the fruits of that labor. The first concern is ensuring there is money available for the things you NEED. Like the ability to retire, debt free housing, adequate medical insurance. But it’s also important to consider the goals you WANT, such as education of loved ones, special family trips or travel. Lastly, we consider the reach goals, the things you DESIRE but may feel unsure about. This can include taking care of extended family, friends, charity, second homes, and more. We can help you understand if your dreams—stated or unstated—are within your reach, and help you prioritize what’s important

At the heart of our approach to financial and retirement planning is education. We take as much time as is needed to help our clients quantify and fully understand the income that they will need to meet their goals. We also discuss the all-important best ways to draw that income and minimize taxes along the way. One of the most rewarding aspects of that process is helping clients realize that not only will they be comfortable, but they may be able to use excess funds to achieve long-held dreams.

SCENARIO

Norm & Carol: Realizing a Dream
Norm and Carol were diligent savers, as they approached retirement, they were anxious to understand how much they would need to achieve their retirement goals. We helped them quantify their different savings accounts and built projections to show them how they would draw from their accounts to fund those goals.

The result was that Norm and Carol realized they had enough excess to buy a second home. This home was more than investment; it represented a long-held dream of creating a place where their family could gather and make memories together. Seeing the joy and pride on their faces when they realized they could make this dream come true is one of many reasons we love what we do.

We’re here to help.

We can help you create a clear, actionable financial plan, so you can maintain clarity and feel confident about your future. We’ll help you understand what goals are realistic and what adjustments can be made to help make your retirement dreams a reality.

“This home was more than investment: it represented a long-held dream of creating a place where their family could gather and make memories together.”

BRIAN MARS
President & COO, Senior Financial Advisor

KEY CONSIDERATIONS

It’s essential to start from your concrete needs. Consider the hard costs associated with your lifestyle, but also the age and health of your family.
Setting goals early in the planning process is important, as it helps you structure your retirement income sources.
Consider both your ongoing monthly needs and any large, one-time expenditures, as timing and how you fund them can have tax implications.

Depending on your assets and needs, you may have to prioritize some of your goals. Your advisor can help you understand what’s possible, and work with you and your family to understand what goals will be most meaningful to you.
When it comes to your legacy and longer term goals like education planning, it’s important to look at the different gifting and investing vehicles available to you, in order to achieve your desired outcome and minimize the burden of taxes on you or your beneficiaries.

It’s essential to start from your concrete needs. Consider the hard costs associated with your lifestyle, but also the age and health of your family.
Setting goals early in the planning process is important, as it helps you structure your retirement income sources.
Consider both your ongoing monthly needs and any large, one-time expenditures, as timing and how you fund them can have tax implications.
Depending on your assets and needs, you may have to prioritize some of your goals. Your advisor can help you understand what’s possible, and work with you and your family to understand what goals will be most meaningful to you.
When it comes to your legacy and longer term goals like education planning, it’s important to look at the different gifting and investing vehicles available to you, in order to achieve your desired outcome and minimize the burden of taxes on you or your beneficiaries.