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Wealth Management Services

 

Our Servicing Style

SCS Retirement, has CERTIFIED FINANCIAL PLANNER™ Practitioners who are available by phone and email to listen closely to our clients and gauge their needs. They are ready to advise, and can conveniently schedule one-on-one investment meetings with our clients. We also bolster our service with educational and informational webinars and workshops held on a regular basis pertaining to issues our clients are concerned about.

Personalized Client Services


  • Dedicated Client Service Team
  • In-person Reviews/Meetings
  • Investment Education
  • Performance Reporting
  • Portfolio Reports
  • Ongoing Account Monitoring
  • Convenient Account Access
  • 24-Hour On-line Account Viewing
  • Educational Newsletters & Ongoing Webinars
  • Convenient Proactive Scheduling

Wealth Management Services


Financial Planning

  • Insurance Needs Analysis
  • Business Financial Planning
  • Personal Financial Planning
  • Estate Planning
  • College Planning
  • 529 Plans

Retirement & Investment Planning

  • IRA | 401(k) | Profit Sharing Plans | Taxable
  • Advisory | Brokerage
  • Portfolio Analysis & Design
  • Asset Allocation

Strategic Wealth Management

At the core of Strategic Wealth Management is asset allocation. This involves spreading your investments across several asset classes—such as stocks, bonds and cash equivalents—to reflect your particular goals. Asset allocation allows your portfolio to participate in a variety of market sectors, while potentially minimizing overall volatility.Asset allocation does not ensure a profit or protect against a loss.

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Independent Research

Independent Research is the research required to ensure that our managers hired are meeting the criteria to efficiently address client objectives. The LPL Financial Fiduciary Investment Report Monitoring (FiRM) provides investment policy assistance and broad regulatory requirement support for our private wealth clients. With FiRM, SCS Retirement is able to review performance on an ongoing basis, utilizing the LPL Retirement Partners 12-point Scorecardâ„  system.