Investment Planning Services  

Scholes Business Services is dedicated to helping you obtain long-term and satisfying returns in consideration of the appropriate levels of investment risk. We work with you to reach this objective through:

Investment Planning / Financial security analysis / Educational funding analysis / Income tax analysis / investment action plan

Disability income analysis / retirement benefit analysis / Estate planning - hypothetical probate

diversified, tax-efficient portfolio / long-term asset allocation plans

A FREE consultation will enable you to see the savings of using a reliable and efficient outside Investment Planning Service. You will be surprised at the savings. We have a number of companies currently using this Service with excellent results. Why not see how easy and cost effective it can be to add a full time experienced Investment Planning Department to your company! . . . and of course, the consultation is FREE!