Scott Trifold Pubhtml5

Financial planning for families and individuals.

SCOTT A. KAUFMAN Wealth Advisor I began my career in 1988 as a Financial Advisor with Prudential Bache Securities in Reading, PA where I developed my fundamental investment knowledge. I was a founding partner at Berkshire Capital Management in Wyomissing, PA, gaining the skills of profit and loss management. After 7 years of working for Wells Fargo Advisors, I decided to join Good Life Financial Advisors in order to focus on service as opposed to sales. My family and my community are my life outside of the office. I love to spend my free time with my wife of 20 years, Sharon, and son Daniel. We love to travel and are very active and passionately committed to helping the local community and beyond. Having grown up, lived and worked in Berks County most of my life, I feel very connected with my community. I am a graduate of Fleetwood High School and Penn State University, graduating with a B.S. in Marketing.

MY MISSION My mission is to help my clients work towards financial independence though planning. I spend time with my clients to determine their goals and objectives, risk tolerance and time horizon to craft a plan specifically tailored for them. I want my clients to be able to answer “YES” to the “am I going to be ok” question. I spend time listening to my clients needs and fears and help them feel understood and create a space without judgement. My mission is to build long-term relationships with my clients and their families as their trusted advisor. I strive to accomplish this through education, training, integrity and outstanding client service. MY PROCESS • Discover YOUR life goals, objectives and fears. • Gather pertinent financial data to develop a current financial picture. • Determine if my approach and your expectations are a “fit.” • Create a STRATEGY to help pursue your specific goals and objectives. • Establish realistic performance expectations, including risk and service. • Continually monitor and fine-tune your investment plan, as well as educate you on the markets. I believe very strongly that planning and the process are the keystones to a successful financial future. Wealth and the potential income it can generate are most effectively built over time, using a systematic approach. This requires patience and adherence to the plan, adjusting the plan as goals and objectives change.

LIST OF SERVICES Financial Planning Investment Management Insurance Planning AREAS OF FOCUS Retirement Planning Strategies College Education Planning Wealth Accumulation Planning Risk Management The 2018 Berks County People’s Choice Award is based on independent market research, including a random email survey of Berks County consumers.

2G3o95odLanLcifaesteFrinPiaknecial Advisors Reading, PA 19607 (610) 326 - 7390 GoodLifeFA.com MOoFnFdIaCyE-FrHidOayURS 9AM-5PM OR BY APPOINTMENT (610) 374-8351 | RiverFrontFCU.org/Financial-Advisor.asp Wyomissing Branch | Tuesdays 10AM-2PM 2001 Museum Road, Wyomissing, PA 19610 Reading Branch | Thursdays 10AM-2PM 430 S. 4th St., Reading, PA 19602

About Good Life Good Life started in 2012 as a means to provide independent advice to families, individuals, and businesses in Berks County and beyond. Founders Conor Delaney and Courtnie Nein have since developed a national footprint with advisors located around the country serving the needs of Middle America.