SC Wealth Advisors offers individual clients the convenience of wealth advisory planning, retirement services, and estate protection. For small business owners and large corporations, we offer 401(k) safe harbor profit sharing plans, defined benefit pension plans, and essentially every other tax-advantaged group retirement plan.
Should I wait or take it now? We provide guidance for those contemplating retirement in the next few years, offering Social Security benefits advice. Our team can help choose the best Social Security option for both spouses.
We help clients transition into retirement, rolling over their qualified retirement plans, pensions and creating a distribution plan with increasing income along with safe money principal protection strategies.
We guide high-net-worth professionals who need tax-advantaged and protected retirement plans, and help minimize their estate tax liabilities on assets that are passed on to heirs. We work closely with business owners, physicians/dentists, and corporate level executives who are maxing out contributions to 401(k) plans.
We provide a wide range of services for business owners. Our team offers owner-driven plans that allow you to classify employees, tax-efficient deferred compensation retirement, executive bonus, and business succession plans.
Our creative retirement strategies are customized to your financial needs and goals. We utilize a collection of powerful financial tools to provide you with a secure and successful retirement.
Professional Client Services
Retirement Plans
Qualified Pension
412(e)(3) Defined Benefit Pension Plan
Profit-Sharing Plans
401(k) / 403(b)
SIMPLE / SEP IRA
Customized Plan Design
Charitable Endowments
Individual Client Services
401(k) Rollovers
Transfer of Assets
Lifetime Retirement Income
Financial Consultation
Pension Maximization
Pre- & Current Retiree
Social Security Planning
Protection
Permanent Life Insurance Planning
Asset Allocation
Fixed / Fixed Indexed Annuities
Estate Planning Analysis
Wills / Trust Analysis
Business Client Services
Business Strategies
Buy-Sell Funding
Business Continuation
Executive Bonus
Deferred Compensation
Key Employee
