Randy L. Scritchfield

President

Scritchfield, CFP, LUTCF is President of Montgomery Financial Group, which was established to reflect his personal philosophies about the delivery of financial services to the public. The primary philosophy of Montgomery Financial Group is that the client must be represented to the marketplace — rather than a product or one company represented to the client. He is a 30-year member of the Million Dollar Round Table with three Court of the Table and 13 Top of the Table honors.

Retirement planning

Benefits Think Creating a millennial roadmap for retirement

Convincing younger workers they need to prepare for their post-work years can be a challenge. Here’s how adviser can reach their distracted clients.

By Randy L. Scritchfield

March 9

Retirement readiness

Benefits Think Overcoming the millennial retirement challenge

Younger employees need coaxing and encouragement to save for the future.

By Randy L. Scritchfield

March 7

Retirement readiness

Benefits Think Overcoming the millennial retirement challenge

Younger employees need coaxing and encouragement to save for the future.

By Randy L. Scritchfield

March 6

Retirement readiness

Benefits Think To secure employees’ retirements, advisers should rethink the concept of ‘ROI’

For workers looking at life post-career, steady income is more important than return on investment.

By Randy L. Scritchfield

April 28