About Us
On the road to financial freedom, we all have to start somewhere. For most people, it starts with your workplace retirement plan.
The road to financial freedom begins with a first step, and for most people, that step is your workplace retirement plan. We focus on helping you with your workplace retirement plan. Since a 401(k), 403(b), or TSP account is where most people first start saving and get the most tax benefits.
Our goal is to help you navigate your retirement plan, honing in on important strategies for tax savings and long-term growth.
At Scarborough Capital Management, we keep you on the right track. We’ll provide full-service help for your retirement account, for an affordable fee. Then we’re ready to provide full financial planning and/or investment management when you need it.You simply add on other services when you’re ready. No pressure, no hidden fees, and no confusing jargon. With Scarborough Capital Management, you can confidently take control of your financial future, knowing you have a trusted partner guiding you every step of the way.
We’re planners at heart.
At our core, we are planners. We begin with a thorough financial needs analysis to understand your unique situation. Once we have a clear picture, we’ll craft a comprehensive financial plan tailored to your needs. We know financial planning can be daunting, but it doesn’t have to be. In fact, it can be both relieving and enlightening. Our CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR™ professionals are passionate about helping people like you plan for the future and navigate the challenges that life inevitably brings.
We love technology.
The right technology can make staying on top of your money much more pleasant. So at Scarborough Capital Management, we use a hand-picked group of great technology tools, so you can have all of your information at your fingertips. This helps you feel more in control of your money.
We also use technology to help you get financial advice where and when you want it. No more driving back and forth to talk to us at our office (unless, of course, you want to!). Instead, you simply schedule an appointment at a convenient time and meet us online, using the phone or online video conferencing and screen-sharing.
We believe in transparency.
Many financial planners and financial advisors have confusing or even hidden fees. You may not know how much you are paying for their services and you might end up with a surprise bill you didn’t expect.
We don’t like that approach. We all prefer to know exactly how much something costs.
So at Scarborough Capital Management, we have straightforward fees with no surprises. You will always know exactly how much a service will cost before you sign up.
All services include unlimited support from your advisor. You’ll never get a “surprise bill” –ever. So you can feel comfortable calling or emailing us anytime you could use some advice.
That makes getting the financial help you need simple.
Learn more about our No Surprises Fee Policy.
Certified Financial Planner Board of Standards Inc. (CFP) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the United States., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
