Business Services:
SC Financial offers business owners the resources and expertise to tackle many of the projects and processes a company faces. This may include evaluating the appropriate retirement plan, employee benefit package, book keeping oversight as well as technology consulting. As our client’s Personal CFO™, we will carry our services over to their business in order to support all aspects of their financial lives.
Executive Benefits:
Often our clients who work for larger companies have benefit packages that are challenging to understand. This may include Stock Option awards, Qualified and Non-Qualified Deferred Compensation packages, Phantom Stock plans, ESOPs, and Key Man benefits. SC Financial has expertise in these areas and works with other advisors to provide a comprehensive resource to understand and advise on the optimal application of these various sources of income for the busy executive.
Real Estate Consulting and Alternative Investments:
Diversification of your portfolio is an important risk management tool. This includes the possibility of direct investment in real estate, private companies, as well as other alternative investments. Although these investment vehicles are not suitable for everyone, SC Financial can assist you in determining how they may offer a desirable fit into your overall asset allocation as well as assist you in your review and due diligence of the particular investment.
SC Financial has experience and resources in the areas of residential and commercial real estate, private equity placement, and other alternative investments. We find our sophisticated clients are often approached to participate in these types of investments and we are there to assist them in navigating the pros and cons of each.
Wealth Transfer and Philanthropy:
The fortunate circumstance of having more than you need can be a blessing as well as a burden. The responsibility of financial wealth is often a challenge and can become more of a challenge when considering the next generation. We can help you determine which methods are most suitable for your situation as well as guide you and your family through the plan implementation, ensuring all of your wealth transfer and philanthropic goals are met.
Life Transition Planning:
Life has a way of surprising us with change. At SC Financial Services we understand how stressful a Life Transition can be as well as how difficult it is to make financial decisions when faced with these changes. Life transitions can come from losing a loved one or divorce as well as a sudden windfall such as an inheritance or business sale. All of these moments in life can be challenging because they require a a new understanding of circumstances and how best to respond. SC Financial is here as an objective resource to assist you in navigating this new territory.
Elder Care:
Many of us have been challenged with being in the “sandwich generation”, we are responsible for raising our children as our parents are aging and needing more of our time and attention. This is a challenge for all who experience it, yet there are resources to help and we can assist you in finding them. From our own personal experiences and those of our clients, we have a great network of resources to assist you in your desire to help your parents. This can be from a legal, medical, emotional or financial perspective. This is not an easy area for anyone to be in, and we are specialists in making it easier for you and your family.
Educational Workshops:
SC Financial offers financial workshops to small and large groups. We can discuss a variety of topics to your group, club or company. Sharlee is a certified public speaker and enjoys speaking to groups of all sizes, working with them to become more “Financially Fit” and confident in their financial lives.
Please use the Contact Us tab to inquire about any of these services. Many of these services can be on a consulting basis with the exception of alternative investments where we would need to have a complete understanding of your financial picture before recommending an appropriate alternative investment.