Investment
Management
Tailored to support your financial & income planning goals.
Financial
Planning
Year over year planning from your working years through retirement & legacy.
Retirement
Income
Utilizing unique strategies to produce efficient income throughout your life.
Consultations
How much money should I have saved to retire comfortably?
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.
Investment Management
Year over year planning from your working years through retirement & legacy
We dedicate our time in building a thorough understanding of you as a person – not just a portfolio – to ensure that you will have a financial plan that truly addresses your goals, values, and ability to provide for your retirement and personal needs. Our commitment is to help you plan for all aspects of your life and place you in the best position to achieve your evolving goals.
- Retirement
- Wealth and Legacy
- Short Term & Intermediate Goals
- Higher Education
- Life Insurance and Long Term Care
Financial 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.
Retirement Income
