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Advise
Giving Your Clients a Better Way to Give Back


As a professional Advisor, your role in the life of your clients is paramount. While providing them with great service, you are also an educator, a counselor, a minister, and a mediator. Therefore, you engage your clients in a variety of ways few others can.

In addition to helping your clients achieve their financial goals, assist them in building a legacy of significance and impact. Whether it is charitable gift planning or establishing a tradition of family philanthropy, SCCF is here to assist you and those your serve in giving back.

When you partner with SCCF you gain access to the philanthropic expertise, the community knowledge, and charitable insights your clients need and SCCF provides. Under certain conditions, you may retain the management of your client relationships and funds while we act as a partner and a resource to help fulfill their financial and charitable goals

 

 
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