Scott Medlock, President of Medlock & Associates, developed a history in the senior market and affinity in this specialized niche as he felt seniors were getting guided in the wrong direction. This journey started over 15 years ago from having his own mortgage company. During his tenure of being a mortgage broker, he started specializing in reverse mortgages which focus on helping seniors keep their houses and providing them with capital for a variety of reasons. During the mortgage crisis, the business had changed him as a person.
The trust in the stock market was lost and created a new way of innovating ideas to help others. Scott then decided his focus would be on fully understanding how capital markets work. From the ground up, all facets of the business were studied, so that he could provide this information to help others. This journey has been almost 10 years, as where he found ways to minimize losses and provide growth without risk while minimizing taxation.
The passion to help seniors started to take way due to his parents being in the same situation as other seniors. He saw the frustration and the confusion they were experiencing with all their healthcare and investment options. Scott’s primary focus became providing seniors unbiased opinions on their healthcare and investment guidance. He founded Medlock & Associates to help the Baby Boomer generation feel more at ease as they make an educated decision as they transition from working years to a fulfilling retirement.