We strive to educate our clients and community members so they have the knowledge to make informed and timely decisions for their financial future. We provide relevant and actionable advice in consumable presentation modules, leveraging our unique "$UMITUP" format - a concise and engaging video series that present the highlights of various financial topics. Each financial topic is presented by a SCF Lead Advisor or Advisor.  


Retirement Planning



Estate Planning






Long-Term Care




Tax Planning