What We Do and How We Can Help
Have you ever played chess? If your answer is yes, then you know that it’s a complicated game that requires you to consider all of your options, assess threats to your success, and analyze how each play will impact the rest of the game. Planning, coordinating, and implementing a financial strategy is a lot like a chess match. If that thought gives you a headache, the good news is that you don’t have to juggle your many financial decisions and the burden of managing your financial life alone.
Who We Are
If we could sum up the purpose behind everything we do at SC Financial Services, Inc., it’s that we are committed to your success. Our clients depend upon us to integrate and organize all aspects of their financial lives, eliminating the need to assemble and coordinate multiple advisors on their own. We pride ourselves on taking the financial burden off the shoulders of our clients so they can focus on what truly matters to them.
What We Offer
As financial advisors in Scottsdale, Arizona, we help entrepreneurs and high-level executives realize their lifestyle vision through creating and implementing practical financial strategies to achieve their individual goals. Though our clients may vary in age and profession, they are all smart, kind, charitable, thoughtful, and appreciative. They want to make the best financial decisions for their unique situation.
Drawing upon our knowledge and experience as business owners, we create solutions that are realistic and results-oriented for the variety of situations our clients face. Our process and strategies are unique in that we go beyond investments and optimize all areas of our client’s lives, financially, personally, and professionally. We look at each client holistically, understanding their motivations, fears, and past experiences as well as their goals and aspirations, thus creating a vision of what they want to accomplish. We understand that financial goals and life goals are inextricably linked, so we coach to both, working personally with you and your family to help you take the next step forward in confidence.
When clients work with us, whether to take advantage of our Personal CFO program, receive guidance with a business transition, or to use one of our many specialized services, they receive a proactive advocate who takes on the heavy lifting, allowing them to focus on the big picture, manage their vision, and experience success.
What Makes Us Unique
We believe clients choose to work with us because we combine relationship with professional guidance. We are responsive and respectful, getting to know you and considering your whole life, not just your money. But we are also analytical thinkers and creative problem-solvers with a foundation of research and education, giving you the peace of mind that your money is in good hands.
Are You Ready to Optimize Your Life?
We face decisions every day, some small, some significant, but each one requires you to weigh your options and predict future consequences. SC Financial Services, Inc., wants to partner with you to coach you through these tough decisions and help you make the right choices that will set you up for success that is built to last for generations. If you want to align your financial life with your personal goals or are facing a major life event, reach out to us at 480-214-9596 or firstname.lastname@example.org for a no-obligation conversation to see how we can make a difference in your life.