Why I like Safe Money with Scott Mann
1717 Saint James Pl, #365
Houston, TX 77056
Get directions
(713) 386-5307
http://safemoneywithscottmann.com
[email protected]
For over 20 years, Scott Mann has been helping clients, across the country, to protect, and take control of their financial futures, through guaranteed income, and rising income to combat the inflation that’s well on the way, while still providing a financial legacy for their families. As Principal of Mann Wealth, in Houston, TX, it was natural progression for him to take to the airwaves as a financial radio show host, also appearing on FOX and CNBC. In addition to the four Key factors toward retirement success: Risk tolerance, Time horizon, Income needs and utilizing the proper mix of different investment vehicles, Scott has found that most baby boomers have questions about claiming their social security benefits. Learn about the Five Social Security Traps.
In addition to holding a State Of Texas Life Insurance License, Scott has also received the following financial planning training, and completed, through the College for Financial Planning and Texas A&M University.
• Certified Financial Planning I: Financial Planning and Insurance
• Certified Financial Planning II: Investment Planning
• Certified Financial Planning III: Income Tax Planning
• Certified Financial Planning IV: Retirement Planning and Employee Benefits
• Certified Financial Planning V: Estate Planning
• Certified Financial Planning VI: Plan Presentation
Read Reviews
Feb 18, 2025
I have been a client of Scott Mann’s for 10-years. The first 5-years I was still working. The last 5-years I have been retired. I can truthfully say that I have never encountered an Investment Advisor as easy to work with and as knowledgeable about all types of investments as Scott. He really does work for his clients. I understand that Scott reviews all of their investments multiple times each year. He replaces those investments which are projected to do poorly with better performing alternatives. I see Scott as trully a Fiduciary working for each of his client’s long term well being. Overall, I have been extremely satisfied with Scott’s performance over the life of my investments with him (& his investment team).
Feb 18, 2025
I have been a client of Scott Mann’s for 10-years. The first 5-years I was still working. The last 5-years I have been retired. I can truthfully say that I have never encountered an Investment Advisor as easy to work with and as knowledgeable about all types of investments as Scott. He really does work for his clients. I understand that Scott reviews all of their investments multiple times each year. He replaces those investments which are projected to do poorly with better performing alternatives. I see Scott as trully a Fiduciary working for each of his client’s long term well being. Overall, I have been extremely satisfied with Scott’s performance over the life of my investments with him (& his investment team).
Nov 21, 2024
I like Scott because he's personable, patient and able to breakdown retirement strategies in simple layman and easy to understand terms. I met with him several times about a year and a half ago before signing on, and I'm now pleased with the results!
Nov 05, 2024
Philip
After listening to Scott on the radio several times I called to set an appointment. Scott called me back and we set a date to discuss my retirement accounts. I left the meeting with full confidence to move 2 of retirement accounts to the plans he presented to me. We will do business again. Make the Call.
Nov 05, 2024
I listened to Scott speak on the radio several times. After calling to make an appointment, Scott returned my call and we set date to meet. Scott in very informative, has great experience and his retirement plans convinced me to enroll in 2 retirement accounts.
We will do business again.
Nov 04, 2024
I called Scott Mann’s office to schedule an appointment. Scott called me back to confirm the details of the appointment and we set a date. Scott is kind, straight to the point, and has a wealth of experience to talk about retirement options. Per his recommendation, I moved two of my retirement accounts to the programs he presented to me. We will do business again.
Oct 24, 2024
Scott Mann and his team have been very helpful and supportive. My wife and I feel more confident in our future retirement with their financial guidance verses the let it ride theme in the stock market. Most people leave their retirement plans in the stock market and don’t diversify.
Oct 22, 2024
Scott and staff are very helpful to any questions that I have had. thus far it has been a pleasant experience.
Oct 22, 2024
Thomas Etzel
Scott helped us get into safe, guaranteed lifetime payments which will carry us through our retirement years without the stress of the performance of the stock market.
Oct 21, 2024
Bennie Harvey
He has been very informative and when I have questions they have been answered in a timely manner
Oct 21, 2024
Scott and his team considered our needs for retirement well before I retired. He developed a well-balanced financial plan which has achieved our objectives now that we are in retirement. He has provided honest and direct feedback to us as we navigate through peak spending periods for our children’s college and wedding expenses.
Oct 20, 2024
Scott, takes a personal interest in his clients and makes sure you are taken care of. He is very knowledgeable and brings many years of industry experience. I would highly recommend Scott.
Oct 18, 2024
Scott Mann and his team have been very helpful and supportive. My wife and I feel more confident in our future retirement with their financial guidance verses the let it ride theme in the stock market. Most people leave their retirement plans in the stock market and don’t diversify.
Oct 18, 2024
I met with Scott about my concerns for my retirement. My account consisted of over 1/2 my total retirement in 1 single stock and I had no confidence in my prior adviser. Meeting with Scott really gave me a clear picture as to where I needed to be for a safe and successful retirement. I made necessary adjustments to my portfolio and am a lot more at peace.
Oct 18, 2024
Phillip Hajdasz
Scott is incredibly informative and knowledgeable. He's consistently made me considerable gains.
Oct 17, 2024
Scott is too the point. He delivers what is promised. I have had great service from him and his team
Oct 17, 2024
He is honest and straight forward and works in my best interest. He also gives me peace of mind,
Oct 17, 2024
Scott creates a relationship with his clients. You know that he is interested in you and in seeing you successful. He is local, large enough to provide access to everything you need yet small enough to provide a personal touch.
