Personal Financial Planning

Secure your Financial Future

At SC&H Financial Advisors, Inc., we understand that your success depends on a strategy carefully crafted to balance individual needs within each unique circumstance. Unlike many providers that focus only on investments or insurance, SC&H Group’s Personal Financial Planning specialists develop a fully integrated and comprehensive financial strategy that incorporates your needs as well your goals.

We will help you develop a dynamic and comprehensive financial plan that includes:

Developing an Investment Plan
Building a Plan for Retirement
Identifying Tax-Saving Opportunities
Structuring and Protecting Assets
Preparing for Wealth Transfer
Funding for Significant Life Events

We start the process of developing your Plan by learning about you, your goals, your family dynamics, concerns, interests, and view of your future. Gaining a thorough understanding of you allows us to create a truly unique, tailor-made solution to address your needs and objectives.

Your investment plan is carefully coordinated using team expertise with the sole purpose of meeting your goals and objectives. Given the dynamics of life, your plan is designed to be flexible and routinely reviewed to consider your lifestyle changes.

Solid investment performance will be central to your plan’s success. We are fully committed to delivering superior results.

Meet Our Professionals

Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction.  Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.