Schedule Review

Financial recommendations backed by your numbers

Don't Choose Who Sounds Right. Choose Who Can Prove It.

Every financial decision deserves more than an opinion. At McRae Agency, we use your own financial numbers to build the math behind every recommendation, so you can understand how it works before making one of the biggest financial decisions of your life.

Then you decide.

Helping families make informed financial decisions since 1991.

Complimentary educational video

Learn Our Process

See how we review retirement strategies using real financial math—not opinions—so you can make more informed decisions.

Complimentary educational video

Learn Our Process

See how we review retirement strategies using real financial math—not opinions—so you can make more informed decisions.

Ready to review your numbers?

Schedule My Complimentary 15-Minute Review

Bring your questions. Bring your financial statements. We'll bring the math.

Schedule My 15-Minute Review

Prefer to learn first?

Watch the Complimentary Video

Understand how we evaluate retirement strategies and why your numbers matter before making financial decisions.

No pressureNo obligationNo sales gimmicksYour financial numbersClear explanationsThen you decide

The numbers behind the decision

What We Help You Understand

We explain the assumptions, tradeoffs, and financial math behind the retirement questions that matter most.

01

Retirement Income

Questions to consider when planning income that may need to last throughout retirement.

02

Taxes

How taxes could affect different sources of retirement income.

03

Fees

Why understanding fees and expenses may be important to your overall plan.

04

Market Risk

How market changes may affect retirement timing and income decisions.

Scott McRae, founder of McRae Agency
Since 1991Helping make complex topics easier to understand

A familiar face and a clear conversation

Meet Scott McRae

Hi, I'm Scott McRae.

Since 1991, I've helped individuals and families better understand their retirement and protection options. My goal is to make complicated subjects easier to understand so you can ask better questions and make informed decisions at your own pace.

Family-OwnedEducational ApproachPersonalized Guidance

Proof before promises

A Clear, Numbers-First Process

1

Bring Your Numbers

Share the statements and questions that matter to your retirement decision.

2

Review the Math

See the assumptions, tradeoffs, and calculations behind potential recommendations.

3

You Decide

Take the time you need to make an informed decision without pressure or obligation.

Client experiences

Clarity Starts With a Conversation

Experiences vary by individual and should not be interpreted as a promise or guarantee of future results.

Scott has guided our family since 1996. His advice has stayed responsive, practical, and valuable through every stage.

— Mike & Michelle M.

Since 2010, Scott has been a steady voice of reason. I feel more confident about protecting my family and retirement.

— Robert D.

We saw ways to simplify accounts and better understand fees. The plan finally felt clear.

— Beth & Peter

A low-friction place to begin

Complimentary 15-Minute Retirement Numbers Review

Bring your questions. Bring your financial statements. We'll bring the math.

  • Understand how your current retirement strategy works
  • Review the assumptions behind your plan
  • Explain the math behind potential recommendations
  • Make a more informed financial decision
Schedule My 15-Minute Review
Prefer to talk?(501) 291-0025

Your information will remain private and will not be sold.