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Financial freedom
requires a plan.
& Consulting
Improve Your personal wealth
The Financial Tools You Need
In the quest for a rewarding life, money is a Swiss Army knife. It’s useful, essential even, to clear the path. But it’s only a tool.
At SC Financial, our mission is to get the financial questions, concerns, and administrative tasks out of the way, so clients can embark on any adventure they dream up. Start a family or a philanthropy. Summit Kilimanjaro. Or simply make more time for good coffee and a great book. Whatever your destination, we can map the way.
Financial Foundations
For those just setting out, the Financial Foundations program charts a stress-free course toward financial independence and all the fun it brings.
Personal CFO
When retirement is on the horizon, you need your own CFO. With SC Financial, you can step boldly into your post-career adventure, however you define it.
Business Transition
You’ve had a good ride owning a company, but it’s time to turn over the reins to someone else. Plan and implement an exit strategy that advances you further along your life path.
A Clear Direction at Every Crossroads
No adventure turns out exactly as planned. The twists and turns, the unexpected encounters, are what make an experience unique.
With financial planning, however, the unexpected can breed unease. Unless you’re prepared.
SC Financial delivers expert financial guidance and personalized perspectives whenever you reach a turning point — as family structures shift, careers develop, health needs change, or retirement beckons.
Are You Speeding Down The Financial Highway?
Rushing to achieve your financial goals?
With greater speed comes higher risk.
Assess your limits.
Questions?
Knowing your score is helpful,
but how do your results align with your portfolio?
Let’s talk about it.
