Sfc Financial LLC

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Home | SFC Financial, LLC Skip to main content menu About Us Services Team Blog Contact Form CRS Previous Slide Next Slide Trusted Advisors Getting to know our clients' goals to help them simplify the complexities of their financial lives Learn More Financial Longevity Long-term solutions to achieve financial success Learn More Customized Planning Thorough, impartial solutions that work for you Learn More 01. About Us We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. Our Philosophy As a firm, our focus is to add value to your financial life. We want to understand your goals and develop a plan that is customized to you. 03. Our Process A strong planning process is the best way to create a more financially secure plan. We will meet with you to discover your goals and how we can add value to your overall financial plan. Our Services We advise our clients in the following areas: Wealth Management We offer a variety of services to help you to build and manage your wealth. Investment Management Evidence-Based Investment approach following the principles of Modern Portfolio Theory. Retirement Plan Solutions Solution and analysis of qualified plans for businesses of all sizes. Our Team Ken Coplen CPA/PFS Director Ken is the founding member of SFC Financial, LLC. SFC was founded to provide clients comprehensive financial planning... Sharon Stanton Executive Assistant Sh

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