Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Florida > Fort Myers > Scott R. Schatzle, CFP®
Find the Certified Financial Planner™
Who's right for you.

Scott R. Schatzle, CFP®

Mutual Trust Advisory Group

6830 Porto Fino Cir
Ste 1
Fort Myers, FL 33912
Phone: (239) 204-4333

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.