Scott Jeffries

Office: 404-846-3053

3438 Peachtree Rd NE
Ste 1200
Atlanta, GA 30326-1134

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Special Needs Planning

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing.

Are you the parent of a child with special needs?

Scott Jeffries, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs. Scott is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Furthermore, as a parent of a child with special needs, Scott is also intimately aware of the financial and emotional challenges families face while navigating challenging times and processes.

Scott understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Scott to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

My Mission

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Developing a plan for a family with a dependent with special needs is complicated. It is important to work with a team of professionals who are experienced and well versed with these complexities. A team often consists of an attorney, a financial professional and social services professional.  Using our five-step process for planning, I bring experience, passion and dedication to helping you plan for your loved one with special needs.

Scott Jeffries wins Community Service Award from the Northwestern Mutual Foundation

Down Syndrome Association of Atlanta (DSAA) is receiving a $10,000 grant from the Northwestern Mutual Foundation in recognition of financial representative Scott Jeffries, CLU, CFP’s outstanding volunteer involvement as part of the company’s 16th annual national Community Service Award program. Jeffries is one of 25 financial representatives being recognized as top volunteers. Through the program funded by the Northwestern Mutual Foundation, more than $275,000 will be donated this year to various nonprofit organizations nationwide.


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We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.