Investment Advisory Services
There are so many investment options available in the marketplace today, it is often difficult to determine which investment opportunities are best suited to your needs. Our SCG Financial Advisors are well trained to help you make those decisions.
Through Eagle Strategies LLC, a Registered Investment Advisor and an indirect, wholly-owned subsidiary of New York Life, SCG Financial Advisors are focused on developing, executing, and maintaining an investment plan that is specifically designed to address the needs of each client. The SCG Investment Advisory process is divided into several steps, including:
Reviewing your current financial situation
Identifying your investment goals, including:
The time horizon for your investment goals
Your risk tolerance
Your target rate of return
Your income needs
Preparing an asset allocation study reflecting your risk/return ratio
Our approach to investment planning is designed to provide maximum service to each of our clients. At SCG, we do not "recommend and run." Our Financial Advisors are dedicated to working with you through each phase of this process to help ensure that your portfolio is properly structured for your needs.