Scott Simpson

With over a decade of experience, I serve as a Retirement Navigator specializing in tax-efficient Retirement Income Planning for high-performing professionals, entrepreneurs, and Utah Public Employees.

I believe most successful people don't have a savings problem—they have a complexity problem. Because I am ADHD-informed, I ditch overwhelming 80-page reports in favor of clear, visual roadmaps designed to cut through decision paralysis and answer your most urgent question: "Am I going to be okay?". Whether you're aiming for early retirement by age 55 or optimizing complex pension and tax strategies, I provide a structured blueprint so you can step into retirement with a verified "permission slip" to spend your money. When I'm not stress-testing projections or expanding my expertise through the RICP® designation, I’m a lifelong learner, a massive Star Wars fan, and a proud family man who loves conquering LEGO builds with my two energetic boys and my wife, Kara.