FAQ

What kind of clients do you work with?: SC Financial Services specializes in working with successful business owners, executives, and high net worth individuals. Typically the businesses we consult with have greater than $1mm in revenues and are located in the Phoenix AZ or San Diego CA areas. For executives, the average household income is greater than $200,000 per year with investable assets from $1mm to $30mm. For high-net worth individuals, often a milestone event occurs that motivate these clients to seek our services, such as the sale of a business, retirement planning, an inheritance, or a divorce.
Do you have an investment minimum?: No. Yet SC Financial Services does have a minimum annual retainer fee of $6000. Since many of the valued services we provide our clients are in addition to managing investment assets, we offer our services on a fee for service basis through a retainer fee.
How is SC Financial different than other financial advisors?: Investment management is just one part of building and managing a clients overall wealth. What makes SC Financial Services unique is our truly comprehensive, coordinated approach. We are a results oriented firm and are consistently focused on our client's goals and objectives. Our clients are viewed and treated as being special and unique. We are proactive for our clients and consistently accessible when a client needs to reach us. We look at each client holistically, understanding their motivations, fears, and past experiences as well as their goals and aspirations, creating a vision of what they are to accomplish. We take away the heavy lifting and allow our clients to focus on the big picture, manage their vision, and experience success.
What can I expect from our first meeting?: In your initial, complimentary meeting, we start by getting to know you and discovering what your individual needs or requirements may be. We take the time to introduce ourselves, our firm, and our competencies to assist you with your affairs. We go over with you in detail the process we follow in developing your financial plan and how we implement the plan to deliver to you value and impact from the engagement. Our fee structure will be provided and there will be time for us to go over any questions you may have.
How is SC Financial Services compensated?: SC Financial Services is a “Fee Only” financial advisor. Unlike fee based or straight commission advisors, SC Financial Services sole source of compensation is from the fees paid directly to us by our clients. No commissions or referral fees or other compensation is generated by any of the recommendations we may make. Objectivity from a client's point of view are maintained at all times. Some investment products have embedded management fees. We will always strive to keep these at a minimum and will advise our clients of what they are when they are part of a client portfolio.
How often do you contact or communicate with your clients?: SC Financial Services believes in staying in close contact with our clients on a routine basis. We will speak or correspond with the majority of our clients on a monthly basis. However, at a minimum, our clients receive a report of their account holdings complete with an overall market summary on a quarterly basis. Being accessible to our clients whenever they may need to speak with us is paramount to our success. Our tag line of “If it touches money, call us…” has proven to help our clients time and time again.
How do we get started?: You can call SC Financial Services at 480-214-9596 or simply click on the Contact Us button below to email us and let us know how and when to reach you. We look forward to the opportunity to discuss our services and determine if we can be of service to you.