SHC Financial

SHC Financial is a financial planning firm based in Bellevue, Washington, with a team of 5 to 9 employees. They specialize in providing personalized financial advice and investment management strategies to individuals seeking to achieve their financial goals. SHC Financial utilizes a "personal CFO" approach, working closely with clients to model the financial consequences of their decisions and develop comprehensive financial plans tailored to their unique circumstances and objectives. Their investment philosophy centers on an active style that incorporates technical analysis to minimize emotional influences and optimize portfolio allocation, particularly during periods of market volatility. The firm's services include securities and financial planning, offered through LPL Financial, a registered investment advisor. LPL Financial is a member of FINRA and SIPC, ensuring adherence to industry regulations and investor protection. Clients can connect with SHC Financial through their website at shcfinancial.com.