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 Complimentary Retirement Analysis” box and we will contact you.
Our Services
Have I saved enough so I won’t run out of money? Is my retirement well positioned to handle market volatility, taxes and inflation?
Request a complimentary consultation and we will build with you a comprehensive financial plan and answer your biggest financial questions.
Consultation Overview
Our consultations provide an in-depth analysis and comprehensive review of your entire financial landscape. We begin by learning about your personal and financial goals, what you are trying to accomplish, and gather financial data. We build and then present your retirement analysis which provides you with a comprehensive view of your current financial standing and detailed outlook throughout your lifetime. Together we examine our findings, share our professional insights, and discuss strategies for strengthening your financial plan and achieving your goals. All work up to this point is provided complimentary.
You have the option of submitting information prior to our initial meeting using our secure online questionnaire or completing our fact finder. This enables us to begin building your retirement analysis and ensure our time together is impactful as possible. Please note that all information is kept confidential at all times.
Secure Questionnaire: You will be directed to an encrypted site designed by our financial planning software firm solely for the use of SC Financial Group. Complete the sections that apply to you and we will begin building your retirement analysis and provide prompt feedback.
Downloadable Fact Finder: You can email or fax, 425-451-2888, the completed fact-finder or bring the information with you to our initial meeting.
Year over year planning from your working years through retirement & legacy
We believe building a comprehensive financial analysis is essential to great financial planning; and creates the framework for our working relationship with each client. We dedicate our time in building a thorough understanding of you as a person – not just a portfolio – to ensure that you will have an investment plan that truly addresses your goals, values, and financial ability to provide for your retirement and personal needs.
Each stage of life brings new financial goals. Our commitment to include all aspects of your life in the planning enables us to put you in the best position to achieve your evolving goals and needs. Including:
- Planning for Retirement – Resources, Goals and Cash Flow
- Wealth and Legacy Planning
- Short Term & Intermediate Goals, e.g. (new home, new baby, building a nest egg)
- Higher Education Planning
- Life Insurance and Long Term Care
At SC Financial Group, regardless of age or financial resources, all investment clients have the full array of our planning services available. Our clients have the comfort knowing whenever the need arises, our services are always available.
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.
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.
- + CONSULTATIONS
-
Have I saved enough so I won’t run out of money? Is my retirement well positioned to handle market volatility, taxes and inflation?
Request a complimentary consultation and we will build with you a comprehensive financial plan and answer your biggest financial questions.
Consultation Overview
Our consultations provide an in-depth analysis and comprehensive review of your entire financial landscape. We begin by learning about your personal and financial goals, what you are trying to accomplish, and gather financial data. We build and then present your retirement analysis which provides you with a comprehensive view of your current financial standing and detailed outlook throughout your lifetime. Together we examine our findings, share our professional insights, and discuss strategies for strengthening your financial plan and achieving your goals. All work up to this point is provided complimentary.
You have the option of submitting information prior to our initial meeting using our secure online questionnaire or completing our fact finder. This enables us to begin building your retirement analysis and ensure our time together is impactful as possible. Please note that all information is kept confidential at all times.
Secure Questionnaire: You will be directed to an encrypted site designed by our financial planning software firm solely for the use of SC Financial Group. Complete the sections that apply to you and we will begin building your retirement analysis and provide prompt feedback.
Downloadable Fact Finder: You can email or fax, 425-451-2888, the completed fact-finder or bring the information with you to our initial meeting.
- + FINANCIAL PLANNING
-
Year over year planning from your working years through retirement & legacy
We believe building a comprehensive financial analysis is essential to great financial planning; and creates the framework for our working relationship with each client. We dedicate our time in building a thorough understanding of you as a person – not just a portfolio – to ensure that you will have an investment plan that truly addresses your goals, values, and financial ability to provide for your retirement and personal needs.
Each stage of life brings new financial goals. Our commitment to include all aspects of your life in the planning enables us to put you in the best position to achieve your evolving goals and needs. Including:
- Planning for Retirement – Resources, Goals and Cash Flow
- Wealth and Legacy Planning
- Short Term & Intermediate Goals, e.g. (new home, new baby, building a nest egg)
- Higher Education Planning
- Life Insurance and Long Term Care
At SC Financial Group, regardless of age or financial resources, all investment clients have the full array of our planning services available. Our clients have the comfort knowing whenever the need arises, our services are always available.
- + INVESTMENT MANAGEMENT
-
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.
- + INCOME 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.