Our Services

advice-advise-advisor-7075

Will I ever be able to retire? Will my income last my lifetime? Will my retirement be able to handle both inflation and taxes?

Request a complimentary consultation and we’ll help you understand where you stand today, and how you can build a strong lasting retirement.

Consultation Overview

Our consultations provide an in-depth analysis and comprehensive review of your entire financial landscape. We begin by learning about your personal and financial goals, what you are trying to accomplish, and gather financial data. We build and then present your retirement analysis which provides you with a comprehensive view of your current financial standing and detailed outlook throughout your lifetime. Together we examine our findings, share our professional insights, and discuss strategies for strengthening your financial plan and achieving your goals. All work up to this point is provided complimentary.

You have the option of submitting information prior to our initial meeting using our secure online questionnaire or completing our fact finder. This enables us to begin building your retirement analysis and ensure our time together is impactful as possible. Please note that all information is kept confidential at all times.

Secure Questionnaire: You will be directed to an encrypted site designed by our financial planning software firm solely for the use of SC Financial Group. Complete the sections that apply to you and we will begin building your retirement analysis and provide prompt feedback.

Downloadable Fact Finder: You can email or fax, 425-451-2888, the completed fact-finder or bring the information with you to our initial meeting.

Financial Planning

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

We believe building a comprehensive financial analysis is essential to great financial planning; and creates the framework for our working relationship with each client. We dedicate our time in building a thorough understanding of you as a person – not just a portfolio – to ensure that you will have an investment plan that truly addresses your goals, values, and financial ability to provide for your retirement and personal needs.

Each stage of life brings new financial goals. Our commitment to include all aspects of your life in the planning enables us to put you in the best position to achieve your evolving goals and needs. Including:

  • Planning for Retirement – Resources, Goals and Cash Flow
  • Wealth and Legacy Planning
  • Short Term & Intermediate Goals, e.g. (new home, new baby, building a nest egg)
  • Higher Education Planning
  • Life Insurance and Long Term Care

At SC Financial Group, regardless of age or financial resources, all investment clients have the full array of our planning services available. Our clients have the comfort knowing whenever the need arises, our services are always available.

Investmrgfrfvent

Tailored to support your financial & income planning goals

Custom Portfolios

SC Financial Group is a fully licensed and independent firm with access to the full spectrum of securities and investment vehicles that are available in the global markets. We build custom investment portfolios for each client, coordinating and managing the competing demands of your goals and resources.

The result is a unique architecture in the selection and blend of accounts that match your concerns regarding taxation, market risk, long term inflation, and other considerations within your life. We believe that designing the proper architecture of your portfolio is equally important as the selection of the specific investments.

SC Financial Group: Team Approach

It is our belief that by working collaboratively and using our collective knowledge, we provide our clients with the best possible service. Every member of the firm brings their own unique strengths which enhances our ability to provide the best guidance and quality advice.

Income Planning

Utilizing unique strategies to produce efficient income throughout your life

Income planning requires strategically determining when, where, and how to generate income from assets. We optimize your retirement income and assist you in making those critical planning decisions.

Asset level and returns are not the only determiners of sustainable retirement income. We know that building efficiency in your assets is the best way to create lasting and consistent income, to meet your evolving cash flow needs and manage market fluctuations. That is why we are equally as focused with creating efficient retirement income as we are with building wealth.

+ CONSULTATIONS
advice-advise-advisor-7075

Will I ever be able to retire? Will my income last my lifetime? Will my retirement be able to handle both inflation and taxes?

Request a complimentary consultation and we’ll help you understand where you stand today, and how you can build a strong lasting retirement.

Consultation Overview

Our consultations provide an in-depth analysis and comprehensive review of your entire financial landscape. We begin by learning about your personal and financial goals, what you are trying to accomplish, and gather financial data. We build and then present your retirement analysis which provides you with a comprehensive view of your current financial standing and detailed outlook throughout your lifetime. Together we examine our findings, share our professional insights, and discuss strategies for strengthening your financial plan and achieving your goals. All work up to this point is provided complimentary.

You have the option of submitting information prior to our initial meeting using our secure online questionnaire or completing our fact finder. This enables us to begin building your retirement analysis and ensure our time together is impactful as possible. Please note that all information is kept confidential at all times.

Secure Questionnaire: You will be directed to an encrypted site designed by our financial planning software firm solely for the use of SC Financial Group. Complete the sections that apply to you and we will begin building your retirement analysis and provide prompt feedback.

Downloadable Fact Finder: You can email or fax, 425-451-2888, the completed fact-finder or bring the information with you to our initial meeting.

+ FINANCIAL PLANNING
Financial Planning

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

We believe building a comprehensive financial analysis is essential to great financial planning; and creates the framework for our working relationship with each client. We dedicate our time in building a thorough understanding of you as a person – not just a portfolio – to ensure that you will have an investment plan that truly addresses your goals, values, and financial ability to provide for your retirement and personal needs.

Each stage of life brings new financial goals. Our commitment to include all aspects of your life in the planning enables us to put you in the best position to achieve your evolving goals and needs. Including:

  • Planning for Retirement – Resources, Goals and Cash Flow
  • Wealth and Legacy Planning
  • Short Term & Intermediate Goals, e.g. (new home, new baby, building a nest egg)
  • Higher Education Planning
  • Life Insurance and Long Term Care

At SC Financial Group, regardless of age or financial resources, all investment clients have the full array of our planning services available. Our clients have the comfort knowing whenever the need arises, our services are always available.

+ INVESTMENT MANAGEMENT
Investmrgfrfvent

Tailored to support your financial & income planning goals

Custom Portfolios

SC Financial Group is a fully licensed and independent firm with access to the full spectrum of securities and investment vehicles that are available in the global markets. We build custom investment portfolios for each client, coordinating and managing the competing demands of your goals and resources.

The result is a unique architecture in the selection and blend of accounts that match your concerns regarding taxation, market risk, long term inflation, and other considerations within your life. We believe that designing the proper architecture of your portfolio is equally important as the selection of the specific investments.

SC Financial Group: Team Approach

It is our belief that by working collaboratively and using our collective knowledge, we provide our clients with the best possible service. Every member of the firm brings their own unique strengths which enhances our ability to provide the best guidance and quality advice.

+ INCOME PLANNING
Income Planning

Utilizing unique strategies to produce efficient income throughout your life

Income planning requires strategically determining when, where, and how to generate income from assets. We optimize your retirement income and assist you in making those critical planning decisions.

Asset level and returns are not the only determiners of sustainable retirement income. We know that building efficiency in your assets is the best way to create lasting and consistent income, to meet your evolving cash flow needs and manage market fluctuations. That is why we are equally as focused with creating efficient retirement income as we are with building wealth.

Prefer to share your information in person?

Not a problem.  We respect every person’s personal preferences as to how to share the information needed to create your plan.  If you would like to request a consultation without using our “fast track,” simply fill out the “Request a Complimentary Retirement Analysis” box and we will contact you.

Uncertain if a consultation is what you want?  Feel free to call our office at (425) 451-2950, and we will have a team member help you to decide.

Request a Complimentary Retirement Analysis