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Welcome to Scarborough Financial Group, LLC

Our Mission is to provide access to appropriate investments and the strategic planning in order to educate, preserve, and grow our clients assets.

Our passion is to enable our clients to achieve their goals, provide for their loved ones, and live in retirement with confidence.

The principle that guides us is simple:

Always do what is in the clients best interest!!!

“The starting point of all achievement is desire. Keep this constantly in mind. Weak desires bring weak results, just as a small fire makes a small amount of heat.” – Napoleon Hill

The first step is the hardest, but we start by assisting you to…

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your situation and risk tolerance.
  • Pay for your child’s college education by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your situation and risk tolerance.
  • Protect your family in case you become disabled by helping to ensure you have enough money in your emergency fund and analyzing your life, disability, long term care. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.
  • Achieve your investment goals by identifying the steps needed to potentially enhance your investment returns as well as the steps needed to help reduce your risk while building increased confidence in your investment returns.
  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Use this calculator to estimate your capital gains tax.

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Using smart management to get more of what you want and free up assets to invest.

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Smart investors take the time to separate emotion from fact.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It Was the Best of Times, It Was the Worst of Times

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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