We are a collaborative team of seasoned
advisors focused on helping you reach your
strategic life goals. We formed Scarbrough Financial Group, LLC to
provide comprehensive financial
planning in an unbiased, cost effective manner.
Our team advises clients in all facets of investment and retirement
planning - placing special
emphasis on the preservation of capital and
the family transfer of wealth. We provide tax and business planning
as part of our integrated
When it comes to your family’s goals, we want to first achieve
clarity in defining them, look carefully at potential solutions, implement
these solutions, and monitor the results. We help clients build and
protect their net worth and transfer their wealth effectively. This
planning often includes real-estate finance and acquisition planning,
charitable giving, and trust administration. We work closely with clients
and their families to create and monitor individualized financial plans.
We keep you fully informed – so you know what your money is doing
and why. We are always accessible for meetings,
phone calls and conferences.
The firm also provides benefits
planning for small to mid-sized businesses.
We design and install compensation and benefit plans, including
401(k)s, which are tailored to enhance
productivity and employee tenure. We advise clients on
how to maximize their employee benefits,
including stock grant and option
programs; and integrate
these benefits with outside investments.
As dedicated financial advisors, we believe
that client satisfaction and peace of mind
are the most important measure of success.
Our long-standing client relationships
reflect the quality and integrity of our practice.