Our Mission
SCU Financial believes that everyone needs and deserves a quality financial plan and investment advisor. Therefore we do not have minimum asset requirements.
Organization
Our financial planning process helps you organize your financial junk drawer. Our first step is to get your finances organized into one clean picture.
Accountability
Life comes at you fast. Let our planning process help be the guardrails that keep you on track throughout life ups and downs.
Proactivity
We work with you to anticipate your next steps as you go through life transitions and the financial changes they can bring.
Partnership
Our success is based on your success. We are here to partner with you for the long-term to achieve all of your financial goals.