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About Us

Helping you get down the mountain...

History tells us that 282 people died on Mount Everest between 1924 and June 2016. Of those deaths, 70 died coming down from the summit. In other words, 25% of those that died, did so on the way down. They met with some measure of success, but ultimately failed. That of course is assuming the goal was to get to the summit and back down.

Our Primary Purpose

Almost every financial service commercial, radio spot, or print ad today deals with the accumulation of wealth. It doesn’t matter whether the money is for college, a special project, or even retirement. The industry has consumers focused solely on accumulation - going up the mountain, but what about distribution - getting back down?

Wouldn’t it be great if you could work with a team that didn’t focus solely on the climb up, but also helped you plan for getting back down the mountain?

Isn’t that the goal of every major mountain climbing expedition? Shouldn’t that be YOUR goal?

SC&A is a team of financial advisors, financial representatives and professionals dedicated to helping you craft a plan for scaling YOUR mountain, and getting back down.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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