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Scarbrough Financial Group, LLC

Scarbrough Financial Group, LLC

Location

3554 Round Barn Blvd, Ste 205 Santa Rosa CA United States 95403

Opening Hours


About Business

We are a collaborative team of seasoned advisors focused on helping you work towards your strategic life goals. We formed Scarbrough Financial Group, LLC to provide comprehensive financial planning in an unbiased, cost effective manner. Our team advises clients in all facets of investment and retirement planning - placing special emphasis on the preservation of capital and the family transfer of wealth. We provide tax and business planning as part of our integrated advisory service.

When it comes to your family’s goals, we want to first achieve clarity in defining them, look carefully at potential strategies, implement these strategies, and monitor the results. We help clients build and protect their net worth and transfer their wealth effectively. This planning often includes real-estate finance and acquisition planning, charitable giving, and trust administration. We work closely with clients and their families to create and monitor individualized financial plans. We keep you fully informed – so you know what your money is doing and why. We are always accessible for meetings, phone calls and conferences.

The firm also provides benefits planning for small to mid-sized businesses. We provide design support and install compensation and benefit plans, including 401(k)s, which are tailored to enhance productivity and employee tenure. We advise clients on how to maximize their employee benefits, including stock grant and option programs; and integrate these benefits with outside investments.

As dedicated wealth advisors, we believe that client satisfaction and financial confidence are the most important measure of success. Our long-standing client relationships reflect the quality and integrity of our practice.

Jane Scarbrough is a registered principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.


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