- Key Leader
Scott Taubman is currently the President of Innovative Financial Management, a financial planning practice that provides financial protection and advice to individuals, families, and businesses. He holds a bachelor’s degree in business administration and a Master’s degree in Business Administration with a focus on Finance and Economics. He is a Certified Financial Planner™.
Scott has over 40 years’ experience working in various industries and with people from all socio-economic backgrounds, skills, and capabilities, as well as helping companies and individuals define, plan, implement, and reach their goals. Scott has an extensive background in Operations, Finance, Accounting, Sales, and Organizational Development.
As a financial planner, his clientele includes individuals, companies, non-profits, and foundations. Among his areas of expertise are insurance, annuities, debt and budgeting, cash-flow analysis, taxation, retirement planning, wealth transfer, business succession, and estate preservation. His passion is working with people to help them achieve their goals.
Scott lives in Phoenix, AZ, with his wife Janne, a retired nurse executive. They are active in many civic and charitable endeavors, believing that they have a responsibility to give back to the society that has provided them with such great opportunities. He currently serves on the Board of Directors for ACCEL, a school for autistic and other learning and behaviorally disabled children and young adults, which has campuses worldwide. Janne and Scott love to travel and enjoy good wine and food. They have an adult daughter who also lives in Phoenix with her husband.
Your future starts now. Step up, take control, and build a career that gives you true financial freedom, flexibility, and impact.
Please select a time for a 30-45 minute uninterrupted conversation with our team.
FREQUENTLY ASKED QUESTIONS
Yes. We understand that freedom and flexibility are earned through discipline and the ability to get results.
Our hybrid model allows you the freedom to work from home and the opportunity to connect in person.
Our 100% commission model means the more people you help, the more you earn. Uncapped! A true $100k+ opportunity in your first year, with top performers hitting $200k+.
Interview > Licensing > Training > Add Value + Get Paid.
NO. Many of the top leaders in our agency come from a variety of different backgrounds. While sales skills are helpful, the ability to learn skills and develop professionally are must.
While it would be easy to point to our exceptional A-rated carrier partners or world class compensation model these don’t quite sum it up completely. It is our people that make the difference! Our team members and leadership understand not only the value of what we do, but even more importantly they understand the value of who we do it for and the necessity to grow ourselves to make an impact. Culture eats strategy for breakfast and we are Hungry!
You can be part time, just not part committed. We have team members who do this at many levels
We are here to help our team members get what you want! No Quotas, Just Freedom and Responsibility.
You will want the support of experts who have proven results in their field and a demonstrated ability to coach impactfully. You will want world class training that you can do at your own pace to win your own race.
Let’s Talk! Whether you’re exploring opportunities or have questions, we’re here to help.
Let’s Talk! Whether you’re exploring opportunities or have questions, we’re here to help.
A member of our team will contact you within
48 business hours.