Managing Your Retirement Account…and More
Many financial advisors don’t manage your 401(k), 403(b) or Thrift Savings Plan (TSP), leaving you to worry about it.
At Scarborough Capital Management, we provide the practical financial planning and investment management you may need… starting with the management of your retirement account.
You’ll get professional management 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
- You’ll get professional oversight and your own advisor with unlimited phone and email support.
All for one flat, affordable monthly fee.
Financial Help, When You Need It
If retirement plan management is all you need right now, that’s fine.
But that’s just the start of what we do for you. When you’re ready, we’re able to provide more help:
- Comprehensive, personalized financial planning
- Full-service investment management
So we’ll be ready to help you tackle life’s challenges:
- Am I saving enough to retire comfortably?
- When can I retire?
- How should I save for my children’s college?
- How should I invest this inheritance?
Even better, our services include unlimited phone and email support, so you can get help when you need it.
Are We Right For You?
At Scarborough Capital Management, we want to be clear on what you can expect and how much it will cost.
Do any of these apply? Learn if we’re a fit for you:
 I want help with my workplace retirement account |
| While target date funds and similar options may seem like an easy solution, they come with a significant flaw: they’re designed with the "average person" in mind. The fund manager assumes that everyone retiring in 2040 shares the same circumstances—such as income, dependents, and responsibilities. But as we know, everyone’s situation is unique. For example, a single professional will likely have a different risk profile than a one-income family with three children. This lack of personalization introduces a hidden risk in target date funds. You may achieve better results by selecting investments tailored to your specific needs and risk tolerance. We’ll take care of this for you, providing ongoing oversight and rebalancing so you can focus on what matters. |
| I want a coach, not a guru |
| We admire clients who are dedicated to securing a better future. However, we also recognize that achieving this on your own can be challenging. That’s why we serve as your coach—explaining every step and keeping you accountable to your goals. Our collaborative approach strives to keep you motivated, optimistic, and confident as you work toward your financial objectives. |
| I want more than a canned financial plan |
| True financial planning can change your life! That’s what we do here at Scarborough. Instead of just plugging numbers into a software program, we go far beyond that. Our CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR™ professionals work closely with you to figure out where you want to go and what you need to do to get there. |
| I want an advisor that explains everything in plain language |
| Our full-service investment management requires extensive research and due diligence but that doesn’t mean we have to explain it to you in complex-sounding financial jargon. You need to know what you are invested in, and why, so it’s our job to explain things in plain language. You’ll notice that in everything we do, from emails, to meetings, to reporting. |
