Doreen Scott & Associates (a private wealth advisory and retirement planning practice of SEC-registered fiduciary Investment Adviser Ameriprise Financial Services, LLC, CRD #6363, SEC File #801-28543) operates a dedicated Citrus County office at 1904 West Main Street (State Road 44) in Inverness, Florida (ZIP 34452)—situated on the central Inverness-to-Lecanto corridor less than one mile west of HCA Florida Citrus Hospital (502 W Highland Blvd, Inverness, FL 34452) and minutes east of the Villages of Citrus Hills, Terra Vista, and Kensington Estates. Led by Private Wealth Advisor and Managing Principal Doreen M. Scott, CFP®, ChFC®, CRPC™, APMA® (Individual CRD #2671898, registered in the securities industry since 1995 with over 31 years of advisory experience), the practice delivers quad-credentialed fiduciary retirement income and estate preservation planning to Citrus County older adults.

Holding the Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Accredited Portfolio Management Advisor™ (APMA®) designations, Doreen Scott specializes in helping Citrus Hills, Terra Vista, Beverly Hills, Pine Ridge, and Inverness retirees convert accumulated 401(k), 403(b), TSP, FRS DROP, and IRA assets into dependable, inflation-adjusted monthly retirement paychecks while controlling SECURE 2.0 RMD tax brackets and Medicare IRMAA surcharges.