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Our Approach

As a client of SCS, you will benefit from our client-centric process that addresses your unique vision and goals. During this process, we meet with you to gain an understanding of your current situation. We then analyze your needs to recommend specific solutions, develop a strategy that you puts you on the right path, and guide you along that path as your needs or priorities evolve.

When you start working with SCS, we become your "personal chief financial officer", offering the resources to coordinate all of your financial and retirement needs. SCS has developed strategic alliances with key professionals who can handle your estate planning, retirement planning, and tax planning. We believe the synergy created by professionals working together makes our team approach more efficient than working with any one of us individually.