Managing Director: Financial Planning
Baldwin & Clarke Advisory Services
Financial & Estate Planning for Individuals and Business Owners
My primary focus in the Advisory Company is in the financial and estate planning area addressing the needs of individuals as well as closely held business owners. The planning can take many forms including wealth accumulation plans, wealth and estate preservation plans, and comprehensive financial plans. Additionally, planning for a business owner may involve business continuity planning, business transfer planning, and employee benefit and retention planning (qualified and non-qualified). Each plan is custom designed to fit the specific goals, needs and circumstances of the client. Of course, planning for the business owner is closely intertwined with their personal financial and estate planning so a comprehensive view is taken.
Scott D. LaValley is an Independent Insurance Broker and a Consultant/Employee with Baldwin & Clarke, LLP. Scott LaValley is an investment adviser representative of Baldwin & Clarke Advisory Services, LLC, an independent registered investment advisory firm. Baldwin & Clarke, LLP and Baldwin & Clarke Advisory Services, LLC are two of the companies within The Baldwin & Clarke Holding Company, LLC.
Scott LaValley is a Registered Representative of and offers securities through Lincoln Financial Securities Corporation (LFS), Member SIPC. Lincoln Financial Securities services email: slavalley@securitiesmail.com.
Baldwin & Clarke Holding Company, LLC, Baldwin & Clarke, LLP, and Baldwin & Clarke Advisory Services, LLC are not affiliates or subsidiaries of Lincoln Financial Securities Corporation. Through LFS, Scott is solely licensed as a registered representative and not as an investment adviser representative of LFS. As an LFS representative, Scott may only act in a broker-dealer capacity regarding the advice and recommendations that he provides to you through LFS. Please see LFS’s Form CRS Customer Relationship Summary available here for succinct information about the relationships and services that LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other matters. LFS’ Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
LFS-5610722-040523
603-668-4353
scottlavalley@baldwinclarke.com
One Bedford Farms Drive
Suite 102
Bedford, NH 03110
Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.
Registration does not imply a certain level of skill or training.