Personalized Financial Planning

Personalized Financial Planning

Preparing for Your Financial Future

In addition to serving your day-to-day financial needs, SCU is committed to helping you plan for a successful financial future. We believe that there's no better way to potentially reach your long-term and retirement goals than by establishing a plan and road map for financial success. This means guiding you with sound advice while providing the services and products that will help you work toward your current and future lifestyle goals.

Find Out More

Our financial advisor, Tarik Eldin or (916) 444-8599 ext. 3033, can work closely with you to develop a sound financial plan, assist you along the way as your needs grow, or change and provide consultation and/or products in the following areas*:

  • Classic financial planning
  • Asset management services
  • Private money management
  • Asset allocation
  • Mutual funds
  • Annuities
  • Stocks
  • Bonds (taxable and tax-free)
  • Retirement planning
  • College education planning
  • Estate planning
  • Long-term care planning
  • Insurance