Finding the next Amazon is as easy as throwing a
dart,…PSYCH! There are advisors who make
their career finding the next big deal.
On the way they have found quite a few Kmarts. The advisors at SFC will not chase rainbows
looking for your pot of gold. We value
your hard earned money and prefer to take a responsible approach when investing
your assets. As part of our
comprehensive planning experience at SFC our advisors will work with you to
create an investment portfolio to achieve your financial goals. Our process involves discovery of your personality,
preferences, and goals. We consider many variables when choosing
-Risk Tolerance -Experience
-Time Horizon -Socially
Responsible and Environmental Concerns
Working with an advisor you can choose your level of
participation from hands-on to hands-free.
You will have the resources to aggregate and view your complete
financial picture through a single sign-on platform. Partnering with SFC for your Investment
management means you have an advisor, a coach, and an ally on your team to
guide you to success.