Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation.
No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training.
No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training.
Services
Our Philosophy
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Growing and safeguarding your personal finances requires one-on-one guidance to help you effectively manage your assets. We will help you create a comprehensive financial plan to manage risk, improve performance and ensure the growth and longevity of your wealth. Scalco Financial is an independent fee-based wealth management advisory firm.
Taxes
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Income taxes can play a significant role in your ability to retain and grow your personal wealth. We can help you navigate through tax issues and develop personalized tax strategies to strengthen your financial plan. Change is the only constant in dealing with income taxes. New laws are created constantly through judicial decisions, congressional legislation and internal revenue interpretation.
Wealth Management
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Wealth management is the long-term process of professionally managing your money to try to meet your financial goals and aspirations. Wealth Management takes into account the personal and unique financial situation of you and your family over the long-term. Whereas a stockbroker helps you pick stocks, a wealth management advisor works with you to build a complete investment strategy.
Asset Management
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Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It's important to ensure the value of your portfolio has some protection regardless of market downturns.
Retirement Planning
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Many people underestimate how much money they will need to maintain their lifestyle in their retirement years. Factors such as inflation, a diminishing Social Security system and rising costs of healthcare can all quickly erode our hard earned savings. With life expectancies increasing, many people spend up to one-third of their lifespan in retirement.
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