About SC Financial

Our firm was founded on the principles of deeply understanding and fostering our client’s true needs and goals. We believe that building a comprehensive financial plan is the most fundamental tool in proper financial planning. The financial plan forms the basis for the creation of the equally important investment strategy that is tailored to each client specifically.

Get Started

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RETIREMENT ANALYSIS
Request a complimentary retirement
analysis & we’ll help you understand
where you stand today, & how you
can build a successful lasting retirement.
Learn More
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WEBINARS
Watch our on-demand seminars
to learn more about us and our
approach to planning and
investment management.
Learn More
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RADIO SHOWS
Retirement Freedom is a program about how to realize your retirement dreams with your hosts Shane Cloninger and Susan Carter.
Learn More

Our Services

Consultations

Have I saved enough so I won’t run out of money? Is my retirement well positioned to handle market volatility, taxes and inflation?

Request a complimentary consultation and we will build with you a comprehensive financial plan and answer your biggest financial questions.

Financial Planning

Year over year planning from your working years through retirement & legacy

Investment Management

Customized portfolio design and management tailored to achieve your financial and income planning goals.

Income Planning

Specialized income planning strategies designed to maximize the effectiveness of your assets in connection with all other income sources.
+ CONSULTATIONS

Consultations

Have I saved enough so I won’t run out of money? Is my retirement well positioned to handle market volatility, taxes and inflation?

Request a complimentary consultation and we will build with you a comprehensive financial plan and answer your biggest financial questions.

+ FINANCIAL PLANNING

Financial Planning

Year over year planning from your working years through retirement & legacy
+ INVESTMENT MANAGEMENT

Investment Management

Customized portfolio design and management tailored to achieve your financial and income planning goals.
+ INCOME PLANNING

Income Planning

Specialized income planning strategies designed to maximize the effectiveness of your assets in connection with all other income sources.
Retirement Freedom-05 (1)

Listen to

Shane & Susan

Contact Us

How to Find Us

If you have any questions, just fill in the
contact form, and we will answer you
shortly.

Main Office

SC Financial Group
1417 116th Ave NE Suite 202
Bellevue, WA 98004

Email & Phone

office@scfinancialgroup.com
(425) 451-2950

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