No matter your age or assets, you can chart a course for financial freedom.
The Financial Foundations program covers the basics of financial planning and investment management. We can identify suitable investment strategies based on risk, time horizon, and tax sensitivity and provide guidance on allocating outside resources, such as 401(k)s.
And because it’s all about preparing your journey, we’ll help with the tough questions, like budgeting, debt reduction, and the financial aspects of achieving your life goals.
- Personalized planning sessions to understand objectives
- Twice yearly financial check-ups
- Full-service investment management (optional)
- Estate planning assistance*
- A comprehensive financial roadmap, updated as your needs evolve
- Access to the SC Financial Client Dashboard and Client Portal to view your complete financial picture and manage documents
*A small, additional fee applies for estate planning.