SC Financial Services, Inc. provides financial strategies as well as implementation services to help 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
Personal CFO Program: for the successful professional or business owner who wants a financial strategist to navigate and guide them to achieving maximum wealth building results.
Tiger Eye Financial for Young Professionals: provides goal planning, money mentoring and an objective resource to maximize financial success.
Women in Transition: helping clients through life's transitions, providing the objective resource in times of uncertainty and change.
Business Transition Services: Helping business owners make and implement optimal transition decisions.
Specialized Services: Business Services, Executive Benefits, Real Estate Consulting and Alternative Investments, Wealth Transfer, Philanthropy and Asset Protection strategies
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