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 Your Perspective; Our Expertise

The advice you need at a time in your life when you’re just starting your journey towards financial independence.

Let us introduce you to the latest in financial services – SC&H CORE (“CORE”) – a platform that provides financial planning and investment management centered around your needs. Backed by the trusted SC&H Financial Advisors team, CORE offers the flexibility and convenience of innovative technology along with the support of a dedicated team of financial professionals.

Today’s decisions impact tomorrow’s outcomes

Major milestones and life events often spur the need for greater financial advice. With CORE, you can receive the help you need to achieve the financial freedom you deserve.

Life doesn’t happen in silos – one decision will impact another, therefore knowing the entire picture and having access to financial advisors to make the right financial and investment choices for you are necessary.

Through innovative technology and access to our financial advisors, CORE helps you feel confident in your financial decisions and keep track of your investments as you work towards your goals.

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Developed by the trusted financial professionals from SC&H Financial Advisors, CORE presents you with:

 

  • A convenient app with an overview of your portfolio
  • Collaboration with a team of financial advisory professionals
  • Ability to build and implement a financial plan with personalized advice
  • Fiduciary-based investment management services through a team of registered investment advisers with no minimum AUM required

We know that the best financial planning and strategies come from a collaboration with our clients’ perspective combined with our experience. CORE provides a platform for us to get to that which is most important to you and get you on your way.

With CORE, you develop a clear, concise, and easy to implement plan to help meet your financial needs, and:

  • Take the guesswork out of retirement planning

  • Calculate future milestone costs & determine how to achieve

  • Plan for your goals & possible “what if’s”

  • Establish a plan that can help you achieve your goals

Advisory Services offered through SC&H Financial Advisors, Inc. Advisory. SC&H also offers advisory services through the doing business as name (“DBA”) of SC&H Core. SC&H Financial Advisors, Inc. is a wholly owned subsidiary of SC&H Group, Inc.

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Ready to get started on your financial journey? Contact us today to learn more about SC&H CORE.

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