S.C. Financial Services, Inc. is a comprehensive financial consulting and management firm committed to helping our clients improve their long-term financial success.
Our mission is to be the single resource for comprehensive wealth management for successful executives, business owners and affluent individuals by fully and completely serving their financial needs.
Our Services
Financial Planning
Providing Our Clients with a Customized Road Map to Achieving Financial Freedom
Wealth Management
A Three Tiered Approach
1. Investment Management
Building Our Client’s Wealth While Not Taking Unnecessary Risks
2. Personal CFO Program™
Ongoing Resource Providing Peace of Mind that Financial Matters are being Proactively Addressed
3. Financial Concierge
All Inclusive Financial Resource Coordinating Financial, Legal, and Personal Matters
Business Transition Services
Helping Business Owners Make and Implement Optimized Transition Decisions
Specialized Services
Real Estate Consulting and Alternative Investments, Wealth Transfer and Philanthropy, Life Transition Planning, Elder Care, and Educational Workshops.
Quote: "To invest successfully over a lifetime does not require a stratospheric IQ, unusal business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework."
-- Warren E. Buffett