Meet the Farmers

We typically work with clients that already have several advisors helping them in traditional ways of estate planning, risk management and investment strategies. We have a unique approach to bringing meaningful planning and implementation to the piecemeal efforts of others. You deserve our custom solutions, which usually can only be afforded by America’s wealthiest families. You worked hard for your money and you and your family should get the best care possible.

One example of how we help you is in the area of bringing all your assets and liabilities into an active financial plan, with data that is updated daily from nearly all your financial institutions, and secured in your personal family web portal.

The farm works in a cooperative fashion: each account is managed by a chief farmer, but supported intellectually, strategically, and tactically by strategic partners.

Scott Thomas, CHFC

Scott Thomas

Speaker, writer, on-air personality, dad, husband, friend. In addition to all of these, Scott Thomas is a Investment Advisor Representative and Chartered Financial Consultant. His specialties include; Tax Benefits all business owners should know, Business Transitions, Retirement Planning and Asset Protection. Consider having Mr. Thomas speak to your civic or professional association. Legacy building talk will move and inspire fresh perspectives on living today and future generations.

Having received his B.S. Degree in Business Administration from the University of Central Florida, this Orlando native stayed in the Orlando area with his wife Suzanne and their two sons, Cole and Mason, and daughter Abigail.

What makes The Financial Farmer different is Scott’s ability to create relationships with his clients through listening, educating, and implementing. His approachability is un-matched in the industry. Teamwork is imperative when solving complex issues and requires the breed of coordinated communication the Farm thrives on.

In addition to his professional qualifications, Scott has served as Rotary President and has received the Paul Harris Fellow award and recently served as the Assistant District Governor. Along with speaking engagements at national and regional conferences on the subjects of business transitions, financial planning, retirement options and structured settlements, he has also been a featured speaker for: Roundtable of Practicing CPA’s, Institute of Managerial Accountants, The National Labor Litigations Conference, Florida Bar as well as several Civic, Corporate and Association meetings.

From the beginning, when Scott honed his skills performing fee based comprehensive financial plans for the management of a Fortune 500 company in 1986, to the present as he serves as President and CEO of the Financial Farmer, Inc. Scott Thomas not only brings extraordinary experience to his profession, but also leads the way in innovation, presentation and a unique caring and concern for every one of the people he serves.

Valerie Butler, Team Leader

Valerie@financialfarmer.com
407-644-9411, ext 2