Specializing in practical advice for individuals
Most people do best with a financial advisor who’s familiar with the types of challenges you face. These challenges are very different from issues facing corporations or wealthy families.
That’s why at Scarborough Capital Management, our specialty is helping individuals.
This way, you get the attention you deserve.
We also specialize in practical advice that includes helping you with your workplace retirement account. So you get the kind of help you need.
We help busy people who appreciate convenience
If you’re looking for practical services, and prefer the convenience of online meetings and account access, we’re for you.
We also understand that everyone starts somewhere. That’s why we have a no-minimum account balance policy. As long as you are committed to saving for the future, we’d love to work with you.
TYPES OF CLIENTS
At Scarborough Capital Management, we’ve been helping clients nationwide for over 30 years. More specifically, this is who we specialize in helping:
Young Professionals (and Couples). This is the ideal time to get some financial planning and start investing wisely. The earlier you start, the easier it is to achieve financial freedom in the future. We love helping young professionals with retirement account management, financial planning and later, wealth management. Our state-of-the-art technology is a great fit for their busy lives.
Mid-Career Professionals (and Couples). If you’re in the middle stages of your career, you’re probably doing well with earnings. This is the ideal time to make sure you’re on track for a successful future. You may have competing priorities of saving for the future, paying off debt, and saving for college. Now is the time that focused financial planning and risk management can pay off to ensure that you get to where you want to be. Our planning and investing focus are a great fit for you.
Near Retirement Professionals (and Couples). If you’re in the later stages of your career, you are at the time you want to avoid any big mistakes. You are wanting to maximize what you have and protect your assets. This is where our customized financial planning and personalized wealth management can help expose any risks you should not be taking, get everything in order and give you an ongoing game plan for the future.
Retired Individuals and Couples. Congratulations, now you have more flexibility to do what you want to do, whatever that is. We’re here to help give you financial confidence and minimize worry about money. This is where our customized financial planning and wealth management can help make sure your spending is on track and your money lasts.
Check out these client stories to learn more about how we’ve helped people like you with common challenges.
Getting Organized and On Track