our approach
COMPREHENSIVE PERSONAL PLANNING
We take time to get to know you and to truly understand your needs and goals. We conduct a detailed review of your finances to get a clear picture of where you are and where you’re headed. Then we run the numbers. Based on what the math shows us, we create a sustainable financial roadmap designed to meet your cash flow and asset growth needs over your lifetime. This sets a solid foundation for determining an appropriate investment mix that adjusts with you as life evolves.
CUSTOMIZED STRATEGIC INVESTING
With the stage set, we create and implement a strategic investment plan tailored to meet your needs and keep your assets working for you into the future while minimizing risk.
the SCF way
PARTNERSHIP
We’re all-in as your financial partner. We don’t just grow your investments; we serve as your sounding board, advisor and advocate across all financial chapters of your life—family changes, business acquisitions/sales/IPOs, real estate transactions, travel, health issues, retirement and more.
We take pride in our role as your fiduciary. We put your interests foremost always. We serve as your quarterback and take the lead with your attorney, CPA, insurance broker and other advisors. When you face a financial decision, we analyze the costs and benefits given different scenarios and present options based on varying market conditions so you understand the potential financial impacts.
AT THE READY
We value transparency and clear, timely communication. We’re nimble and responsive. We recognize that your needs—like the markets—can change. Staying attuned to these changes; knowing when and how best to deal with them; and acting quickly, wisely and proactively when market indicators shift are hallmarks of our approach.
