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Scot M Fay

Advisor Image
Scot M Fay
Wealth Advisor
.
CFP®, LUTCF®, FIC
Part of the Lifepath Financial Consultants practice
About Scot Fay
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Life Underwriter Trainers Council Fellow®
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Florida
  • Indiana
  • Kansas
  • Michigan
  • Minnesota
  • Missouri
  • New York
  • South Carolina
  • Utah
  • Virginia
  • Washington DC
  • Wisconsin

Insights

Thrivent Charitable Impact & Investing
Thrivent Charitable Impact & InvestingIf you have questions on Qualified Charitable Distributions please call Scot at 616-364-2222 or email at scot.fay@thrivent.com
Essential Estate Planning Documents
Essential Estate Planning DocumentsIt’s important to make sure your assets are passed down the way you want after you’re gone. How familiar are you with these key tools and documents that make up an estate plan?
When to claim Social Security
When to claim Social SecurityWhen should you claim your Social Security retirement benefits? Here are some details to consider as you prepare for the retirement you’ve worked so hard to enjoy.
Office location
Grand Rapids Location
5075 Cascade Rd SE Suite L-2
Grand Rapids, MI 49546
Phone616-364-2222Fax616-447-0726Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.