Services offered by Scarbrough Financial Group

Objective. Thorough. Proactive.

"Your client resources team will meet you where you need support." 1-866-536-7400

And getting started is easy. We will assess your needs, your assets, your goals. We will build a road map to help you meet your goals and possibly define others. So, evaluate the following list of services and contact us to take the next step.

Financial Planning

Financial planning is the cornerstone of our practice, and the centerpiece to your goals. Let us help you think holistically about your financial life.

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Portfolio Construction

We believe in thoughtful, balanced investment strategies that evolve with your individualized needs. Careful asset allocation is pivotal to successful investment management.

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Account Administration

The day to day care of your accounts are of paramount importance to us. From tax reporting to required minimum distributions, we are here for you every step of the way.

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Real Estate

How much real estate should an investor own? In what form? When is it worthwhile to refinance? What are the tax benefits of owning a second home? How should we hold title?

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Employee & Executive Compensation

For many individuals, stock represents a significant portion of their compensation and therefore, a primary source of wealth and retirement income. SFG can provide the tools needed.

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Tax

Your financial plan should include a comprehensive tax strategy that reflects your long-term goals, supports your efforts to increase net worth & protects your assets.

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Wealth Transfer

What you have accomplished, saved and invested should be protected, developed and grown. And it should reach the right beneficiary while maximizing economic value and minimizing taxation.

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