Who Benefits from McRae Agency Solutions?
We work with individuals with high-net worth, families, large and small employers and their employees. Our specialized strategies apply to each individual’s unique situation, needs and future goals and aspirations.
Our typical clients are nearing retirement or are retired and have had enough of the stomach-churning twists of the stock market. Our strategies work best with people who have mastered their personal finances, have saved at least $250,000 for retirement, and are looking for ways to have complete control over their financial future.
Meet Our Founder
Scott McRae
I’ve seen a lot in the last 30 years in this industry and have applied the best of the best to the SureWealth philosophy – leaving old, non-effective strategies behind. I’m committed to helping you create a stream of guaranteed income for life. Trust, Loyalty, and Teamwork are the values I bring to my work with you so that your wealth last through retirement and funds a life you enjoy.
Testimonials
"We love the idea of simplifying our accounts, saving on fees, and having our money invested safely. Paying taxes now so our wealth grows tax-free makes sense, and it’s great to see opportunities like maximizing our 401(k) match and strategically contributing to Roth IRAs. It feels good to have a clear plan moving forward!"
- Beth & Peter
"I first met Scott after being disenchanted with the stock market post-2008. He introduced me to the 'Bank on Yourself' strategy, and we purchased our first policies—now I have six. Scott also guided me to guaranteed-return IRAs and fully collateralized mortgage notes I never would have found on my own. Thanks to him, I retired at 60. If you want help securing your financial future, Scott is the one to call."
- Kendal F.
"After 20 years as a firefighter, my retirement plan changed to a Defined Contribution, and I realized the stock market couldn’t guarantee my future. Scott McRae introduced me to a simple, predictable plan with tax-advantaged growth that actually works. He’s been a blessing in my financial life—and a personal friend. If you want a straight shooter you can trust, Scott is the one."
- Marty B., St. Louis, MO
“Scott has been our agent since 1996, expertly guiding us through our family’s changing financial needs. Always learning new strategies, he responds quickly and effectively to our questions. His expertise has consistently made a positive impact. We’ve been extremely satisfied with McRae Agency’s services for 29 years!”
– Mike & Michelle M.
“Scott was my voice of reason when retirement planning felt chaotic. Since we met in 2010, he’s provided clear, effective strategies, steering me away from risky investments and ensuring my family’s security. His guidance has made me confident in my retirement plan. I only wish I’d found him 20 years earlier!”
– Robert D.
“In 2018, as I was selling my company and preparing for retirement, I sought reliable financial advice and was recommended to Scott. Unimpressed by stock market volatility, Scott offered stable, fee-free investment options tailored to my needs. His approach has been exceptional, and I highly recommend him – he’s been a true blessing!”
– Don E.
Our Mission
Help you maintain full control of your finances throughout retirement and pre-retirement. At McRae Agency, we specialize in developing comprehensive financial strategies designed to maximize income, minimize taxes, and protect your assets.
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