How We Define Wealth Management
SC&H Financial Advisors defines wealth management as the stewardship of your financial and emotional well-being. Our team understands the path to your financial success is a journey with many ups and downs – it requires a steadfast and disciplined approach rooted in a dynamic goal-based financial plan.
Our role is to help you clearly articulate what is important as it relates to your financial life. We recognize what impacts you financially also has a profound influence on most other aspects of your life: where you live, where you work, which schools your children attend, when you can retire or transition away from full time work, and more.
The process of creating a well-defined, written financial plan is the starting point in what we believe is comprehensive financial planning. This process involves developing a specific strategy based solely on your unique goals and objectives involving several areas of your financial life such as:
- Tax Planning and Compliance
- Retirement Transition Planning
- Insurance Needs Analysis
- Estate Planning
As a client, we want you to feel a sense of security and confidence in your plan, and throughout your life. We take great pride and passion in serving our clients as your trusted financial advisor, adding stability to the unpredictable. We lend a steady hand to guide you through your financial future, and keep a watchful eye on your plan as we work toward achieving your goals, together.
–Greg Horning, Director, SC&H Financial Advisors
The SC&H Difference
Individuals and families come to us because they have important questions about their financial security and aren’t sure where and how to start. They remain with us because they receive answers that make sense and solutions that are easily implemented along with progress they can see and track.
Our team includes Certified Public Accountants (CPAs) and Certified Financial Planners™ (CFP®s). For most of our clients, we also prepare their tax return – something that differentiates us from many in the financial planning marketplace, since tax compliance is such a critical component of your financial picture.
Your financial planning and taxes are intimately related. Reviewing both simultaneously allows us to implement strategies that help set clients on course to achieve their desired objectives. Seeing the whole picture allows us to unlock new opportunities and identify hidden risk while remaining confident that all aspects of your investments, savings, and taxes are considered together.
Backed by the resources of a full service management consulting, audit, and tax firm at SC&H Group, we have immediate access to valuation, accounting, due diligence, and tax professionals that bolster our ability to assist or advise clients in important aspects of their business.
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