SC Wealth Advisors

SC Wealth Advisors is a state-registered investment advisory firm offering wealth management, financial planning, retirement planning and Social Security planning. Its services also include Roth IRA conversions, 401(k), 457(b) and 403(b) rollovers, estate planning, fixed indexed annuities and active portfolio management. The firm describes its approach as taking time to learn each client's life goals before aligning finances with them, and it uses the Tolerisk risk tolerance assessment before managing portfolios.

SC Wealth Advisors says it is independent and acts as a fiduciary, and it has no affiliation with Charles Schwab, which holds client assets in custody. The office is in Oakbrook Terrace, Illinois, and prospective clients can request a complimentary consultation through the website or by phone. The team also hosts a radio show and a TV segment.