Most financial advisors don’t manage your 401(k), 403(b) or Thrift Savings Plan (TSP).
At Scarborough Capital Management, we provide the practical financial planning and investment management you need…starting with your retirement account.
You’ll get affordable professional management with unlimited phone and email support to keep your workplace retirement account on track. And there’s no minimum account requirement.
- Your account is managed according to your personal risk profile
- No more worrying about when to buy or sell
- No need to move your account
- All for one flat, affordable monthly fee.
Don’t Let Your 403(b) Confuse You.
Find Out Your Retirement Readiness.
Talk to a Scarborough Advisor today for a no-obligation Retirement Review.
LET US HELP ELEVATE YOUR 403(b)!
Management Services for as little as $49.99/mo. nationwide
Are you 5, 10, 20, or 30 years from retiring? It’s never too late. Or too early, to get started. We will customize a strategy for your unique needs and goals.
If you have a 403(b) plan at work, it can seem confusing. While each plan is different, 403(b) plans are known for a few things:
- You may have a dizzying number of investment choices, far more than other types of retirement plans
- You’re likely to encounter more complicated investment options, like annuities and other insurance products
- Some of your investment choices such as annuities tend to carry much higher fees, which can handicap your ability to grow your money
All these factors make it hard to feel confident you’re doing the best thing for your future.
How it Works
We believe simple and transparent is best for us… and best for you. Our services start with you completing a set of online Pre-Meeting Questions. Once we receive those, we’ll reach out to schedule a complimentary introductory meeting. All our services begin with a complimentary consultation.
Here’s what you can expect:
- During the Introductory and Getting To Know You meetings your advisor learns about you, your financial needs, goals, and risk tolerance. Then, we’ll get to work helping to create a customized retirement strategy for you.
- Next, your 403(b) plan’s options will be analyzed, and a custom asset allocation strategy based on your risk profile will be constructed and put into action.
- You’ll get an action plan that tells you what contribution rates are needed to stay on track to your goals.
- We’ll monitor and rebalance as needed.
- You’ll gain unlimited access to your advisor by email or phone.
- In addition to free educational seminars and a subscription to your advisor’s weekly financial newsletter.
- For more info check out our Frequently Asked Questions or Contact Us.
For over 35 years Scarborough Capital Management had helped thousands of employees across the country understand and manage their retirement accounts.
We Make it Easy, We Do The Work For You
What Does It Cost?
Expanded Services – As Your Need Evolve So Do Our Services
Savings Plan Management Services – 403(b)
Wealth Management Services
Pension Buyout Analysis
Social Security Analysis
Flat fees ensure transparency, providing clarity on service costs without surprises. Learn more about our No Surprises fee policy.
