Educated-Wealth

About Educated-Wealth

About Educated-Wealth At Educated-Wealth, we help families, business owners, and retirees build lasting financial security through personalized strategies rooted in education, stewardship, and legacy planning. We specialize in tax-free retirement planning, indexed annuities, life insurance solutions, executive compensation plans, and employee benefits—including group health and retirement packages for small businesses. Our mission is simple: Educating Leaders. Creating Wealth. Leaving Legacy. Whether you're preparing for retirement, looking to protect your family, or seeking to offer competitive benefits to your employees, Educated-Wealth provides the clarity and tools you need to grow and protect your wealth—with purpose. About Scott Kliewer – Founder of Educated-Wealth After 15 years in public education, teaching and leading schools in New York and California, Scott Kliewer discovered a critical gap—money is essential, yet rarely taught. That realization led him to transition into the financial services industry, where for the past 9 years he and his team have helped over a thousand families, real estate investors, and business owners create tax-efficient wealth strategies. Now based in Waco, Texas, Scott is expanding his firm to serve Central Texas business owners and families, equipping them with the knowledge and tools to build generational wealth and financial freedom—all while staying true to his core values of faith, family, and financial stewardship.

View contact profiles from Educated-Wealth