Our Story
Guided by Experience
For over 16 years, our LPL-affiliated advisors have worked with families across the Pacific Northwest on retirement, equity compensation, and pension election decisions.
Who We Are
A Local Practice That Puts Families First
SC Financial Group was founded by Shane Cloninger with a simple belief: financial planning should be personal, transparent, and grounded in the client's situation. When acting in advisory capacity through LPL Financial, our Investment Adviser Representatives are subject to a fiduciary duty under the Investment Advisers Act. Recommendations made in a brokerage capacity are governed by Regulation Best Interest.
As an LPL-affiliated practice, our advisors work with LPL's open-architecture platform across multiple product providers, rather than being limited to a single proprietary line.
Based in Bellevue, Washington, our team of four advisors works with families throughout the greater Seattle area, with particular focus on Boeing employees, tech professionals, and pre-retirees making complex financial transitions.
Our Journey
Milestones Along the Way
2008
SC Financial Group founded in Bellevue, WA
2012
Retirement Freedom Radio launches on Sirius XM
2018
Expanded team with additional advisors
2024
215+ radio episodes; 1,300+ accounts through LPL Financial
Our Values
What Drives Us
Open-Architecture Platform
As LPL-affiliated advisors, we work from LPL's open-architecture platform across multiple product providers, rather than being limited to a single proprietary line.
Education First
Informed clients make better decisions. That's why we host Retirement Freedom Radio and publish regular educational content.
Fiduciary and Best Interest Standard
Through LPL Financial, advisory accounts are held to a fiduciary standard and brokerage accounts are governed by Regulation Best Interest. Either capacity, your interests come first.
Local Bellevue Practice
Based in Bellevue, we focus on the financial situations common in the Pacific Northwest — from Boeing pension elections to tech equity compensation.
Meet the People Behind the Plan
Our team brings decades of combined experience in financial planning, investment management, and client service.
Meet Our TeamReady to take the next step?
A complimentary discovery call is one way to start. No pressure, no obligation -- just a conversation about your goals.