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 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.
That is the elephant in the room isn’t it? Our team approaches this question by focusing on your personal and financial goals to form a full picture of your fiscal landscape prior to any investment discussions. By requesting our complimentary consultation financial analysis, you will receive our analysis of input on your unique concerns and circumstances, as well as our professional insight and strategies. We respect your time and want you to feel empowered to ask questions. Filling out the downloadable ‘Financial Fact Finder’ below should help you get started. However you choose to work with us, the approach of putting our clients and their goals first is always at the core of SC Financial Group.
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.
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.
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 Free Consultation” 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.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
SC Financial Group and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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