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Financial Coaching

Financial Coaching

Are you lying awake at night worrying about your finances?

Sick and tired of hearing about all the things you shouldn’t or can't do with your money? Want to hear about how to get more organized with your financial life and learn  what you CAN and SHOULD do with your money? Our financial coaches help individuals and families across the country create a road map for their money that includes their dreams and goals for the future. Whether your dream is buying a house, paying off your student loans, or planning for an early retirement, it is possible! And we’ll help you each step of the way, so you don’t have to go at it alone.

At Scharf Group, we don’t think money should stop you from dreaming big. In fact, we believe the opposite is true! Your money should be used as a tool to help you achieve your dreams. We’ll show you how.

Click here to learn more about our Financial Coaching process.

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Financial Planning

Financial Planning

We believe in offering the same benefits to all of our clients, not just our high net worth investor clients.  Results show the middle class is the most vulnerable to economic and legislative changes, Because of this, the risk of running out of money because of poor planning is much higher, especially when it comes to retirement.

The ultra-high net worth investors have had the benefit of coordinated financial planning for years; however it is the middle class and middle-class millionaires who need holistic planning the most. Unfortunately however, they have not historically benefited from this same level of service. 

When you work with a Scharf Group Certified Financial Fiduciary®, we’ll help you create a thorough plan to ensure all your assets and other financial professionals work collectively towards your goals, while also reducing risk.

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Investment Management

Investment Management

With markets at historic highs, interest rates at historic lows, and volatility becoming a new normal—it can be a unique challenge to identify investment solutions appropriate for your portfolio. Even more so if you’re at or near retirement.

Today’s economic and investment climate offers unprecedented opportunities. To take advantage of them, you’ll want the flexibility and expertise of a team approach. The Scharf Group team is ready to serve you. We’re here to help you develop realistic goals and timeframes, create a strategy for executing a sound financial approach, and we offer the flexibility to make adjustments along the way.

No matter what age and stage, our advisors are here to help you. We’ll show you how to develop and apply investment strategies that best fit your risk tolerance while guiding you toward your financial goals. 

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Is your financial advisor

making a difference

in your financial future?

Our mission is to partner with our clients to help them develop, implement and monitor financial strategies to improve their net worth.  This gives them confidence in their financial future and makes a difference in their lives and the lives of their families. 

We encourage you to have a conversation with us about your financial goals, values and objectives. Let's start with a 30 minute introductory telephone call to learn more about each other and see how we can make a difference in YOUR financial future.

Please click here to schedule your call today.