Personal Financial Planning

SC&H Group Personal Financial Planning Services

You’re juggling family, job, and life responsibilities – who has time for personal financial planning? With SC&H Financial Advisors, discover a way to reach your goals.

Let’s Get Started.

Step 1: Tell Us Your Story.

Tell one of our advisors about your needs, goals, and even your dreams. Then let us work with you to develop a strategy to reach them. Read more.

Step 2: Receive a Customized Financial Plan

Take advantage of our extensive knowledge and experience. Get a financial plan tailored to fit your individual situation and objectives. Find out more.

Step 3: Implement Your Plan & Monitor Your Success

Together, we implement a financial strategy that fits your life context now and for the future. Periodically, you review results with us. We work together to evaluate and take advantage of any new opportunities that may arise.

Interested? Learn More About Partnering With Us.

As People with Families and Everyday Responsibilities, Just Like You, We Also Ask Ourselves:

  • What are the best investments for me based on short, medium, and long-term goals?
  • How can I pay for my kids’ education?
  • What should I do about my health care costs?
  • When retirement comes, will I be ready?
  • How can I ensure my estate-related affairs are in order?
  • What’s the best way for me to handle a life event (marriage, divorce, birth of child, etc.)?

We understand how hard it can be to struggle with these questions. But we also have solid answers, proven over time, to get great results. As financial planning, tax, and accounting advisors, we offer you the best in service based on your personal financial goals. Read more about Ways We Work For You.

We Love Doing This Stuff

We’re absolutely thrilled when a client’s plan comes together. We enjoy rolling up our sleeves, working with you side-by-side, to prepare for your future. Plus, as professional accountants and personal finance advisors, we do this all day long loving every minute of it. Your financial success is our passion. Prepare for your future with SC&H Financial Advisors.

Advisory Services offered through SC&H Financial Advisors, Inc.

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SC&H Financial Advisors – Notice of Business Continuity Plan

Learn About Our Personal Financial Planning Practice And What We Can Do For Your Future

Start Planning