Investment & Insurance Strategies for Families and Businesses

Quintessential Financial & Insurance Services Corporation, founded by Scot A. Shier, provides investment and insurance strategies for families and businesses.  As a Registered Representative of NEXT Financial Group, Inc. Scot has access to a  broad range of financial products, while maintaining his independence.  He personally reviews the unique financial needs of each client and provides an in-depth analysis of the recommended investment vehicles available to help them achieve their financial goals. 

Scot is a Certified Financial Planner TM, and licensed investment adviser with insurance licenses since 1994.  He is a professor of Retirement Planning at University of Redlands and UC Irvine Extension.  As an Aerospace Engineer, Scot served in the Air Force for over 10 years.  He now applies that engineering mentality in designing “Financial Freedom Plans” for his clients.

We all strive for varying degrees of financial independence. One of the first steps towards achieving this is the creation of a sound financial plan. By integrating a diverse pallet of investment vehicles and strategies, we generally decrease risk of failure while increasing confidence of a financially comfortable future. The integration of stocks, bonds, mutual funds, retirement plans, taxes, insurance, etc. may seem overwhelming to most. That is why you may require the help of a qualified professional.

Founded in 2002 by Scot A. Shier, and headquartered in Mission Viejo, California, Quintessential Financial and Insurance Services Corporation was established with the aim of providing investment and insurance planning services for families and businesses. Acting as your trusted financial advisor, Scot Shier will work with you to devise income generating strategies that will help to secure your financial freedom (especially during retirement) and also help to minimize the effects of the dreaded “tax bill.” Scot believes that this approach will ultimately help to lessen overall risks for you and your family in the future. His results oriented strategies are designed not only for individuals, but also for businesses that need help navigating the complicated environment of retirement plans and employee benefits.

As a Registered Representative with NEXT Financial Group, Inc. Scot has access to a broad range of financial products, while maintaining his independence. He personally reviews the unique financial needs of each client and provides an in-depth analysis of the situation to recommend suitable investment vehicles to help them achieve their financial goals. With a military and engineering background, he is well equipped to provide you with solutions that are backed by a shrewd, analytically orchestrated procedure to help ensure that you attain the financial freedom that is your due.

More about Scot Shier:

  • Securities Branch Manager, overseeing 5 offices
  • Chairman & Commissioner of the City of Mission Viejo Investment Advisory Commission
  • Board Member of the Financial Planning Association in Orange County [FPA]
  • Past President of the Mission Viejo Chamber
  • Personal Financial Counselor [PFC] serving members of our Armed Forces
  • Career Counsellor for Career Direct
  • Engineering Degree [BS] from US Air Force Academy
  • Management Degree [MS] from USC
  • Father of Quintuplets (born 1996)