SHC Financial, LLC

Your Money. Our Know-How.

Financial advisor in Lake Oswego, OR (show on map)

5.0

★★★★★

2 reviews

A financial planning firm helping investors, retirees, and business owners with personalized strategies for retirement, estate, investment, insurance, and tax planning.

Call (503) 972-3220

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About

SHC Financial LLC operates as a financial advisory firm affiliated with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS). The firm provides a team-based approach to financial planning, offering services across retirement, estate, investment, insurance, tax, and business succession.

They serve a diverse clientele including first-time investors, wealth-builders, retirement-seekers, small business owners, working professionals, and women. The firm emphasizes personalized strategies, open communication, and long-term client relationships. They maintain offices in Lake Oswego (OR), Mercer Island (WA), and Austin (TX).

Team-based approach with diverse backgrounds and education

Personalized, undivided attention for each client

No one-size-fits-all financial blueprints

Proactive approach anticipating client challenges

Complimentary introductory call to get started

Long-term relationships based on open and honest communication

Services

Retirement Planning

Help clients create and maintain retirement plans, balancing investment strategies with preserving principal based on risk tolerance, time horizon, and goals.

Risk tolerance assessment Time horizon analysis Investment strategy development Principal preservation focus

Estate Strategy

Plan for every phase of life including thoughtful distribution of remaining estate to heirs, working with attorneys to convey wishes and efficiently develop estate plans.

Distribution planning Attorney coordination Heir-focused strategies Life-phase planning

Investment Management

Provide goal-setting, cash flow management, and risk management services to help clients make informed investment decisions.

Goal-setting Cash flow analysis Risk management Diverse investment strategies

Debt Management

Help clients keep their money working for them by managing and reducing debt obligations effectively.

Debt reduction strategies Cash flow optimization Interest rate analysis

Business Succession Planning

Assist business owners with succession plans to transfer ownership and control/management in the event of death, disability, departure, or divorce. Recommend buy-out plans and insurance-funded management continuation plans.

Ownership transfer planning Buy-out structures Insurance-funded continuation Management transition

Executive Compensation

Help retain key executives and tax-efficiently compensate business owners and key employees through structured compensation programs.

Executive retention Tax-efficient compensation Annual elections Payout structuring

Credentials & Certifications

FINRA BrokerCheck

Kestra Investment Services, LLC (Kestra IS) - FINRA/SIPC Member

Kestra Advisory Services, LLC (Kestra AS) - Investment Advisory

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What types of clients does SHC Financial serve? +

SHC Financial serves first-time investors, wealth-builders, retirement-seekers, small business owners, working professionals, and women from every background.

Does SHC Financial offer a complimentary introductory call? +

Yes, SHC Financial offers a complimentary introductory call to see how they can help clients meet their financial goals.

What is SHC Financial's approach to financial planning? +

SHC Financial uses a team approach with diverse backgrounds and education, providing undivided attention to each client from planning to execution to follow-up. They take a proactive approach and do not use one-size-fits-all blueprints.

What services does SHC Financial offer? +

SHC Financial offers retirement planning, financial advice, debt management, estate strategy, business succession planning, executive compensation, life and disability insurance analysis, and college education funding.

Where are SHC Financial's offices located? +

SHC Financial has offices in Lake Oswego, OR (main office), Mercer Island, WA, and Austin, TX.

Is SHC Financial affiliated with Kestra? +

SHC Financial LLC is not affiliated with Kestra IS or Kestra AS, though securities are offered through Kestra IS and investment advisory services through Kestra AS.

What is the first step in working with SHC Financial? +

The first step is a complimentary introductory call to understand the client's personal situation, dreams, goals, and risk tolerance.

What is SHC Financial's 3-step process? +

Step 1: Understand You (Past, Present, Future). Step 2: Let's Make a Plan (Prioritize Actions to Reach Goals). Step 3: Let's Stick to the Plan (Implement Plan and Review Annually).