Welcome to Scalco Financial

Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation. No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs.

We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients’ needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business.

We offer comprehensive tax and investment solutions, including:

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Tax Planning and Preparation

Income taxes can play a significant role in your ability to retain and grow your personal wealth. We can help you navigate through tax issues and develop personalized tax strategies to strengthen your financial plan.

Change is the only constant in dealing with income taxes. New laws are created constantly through judicial decisions, congressional legislation and internal revenue interpretation. Scalco Financial is constantly monitoring these changes.

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Financial Planning

Our Philosophy

Growing and safeguarding your personal finances requires one-on-one guidance to help you effectively manage your assets. We will help you create a comprehensive financial plan to manage risk, improve performance and ensure the growth and longevity of your wealth.

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Wealth Management

Wealth management is the long-term process of professionally managing your money to try to meet your financial goals and aspirations. Wealth Management takes into account the personal and unique financial situation of you and your family over the long-term.

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Asset Management

Successful investing involves time, discipline and a carefully selected balance of investment vehicles. We believe asset management is one of the most important investment strategies towards helping you reach your investment goals. It’s important to ensure the value of your portfolio has some protection regardless of market downturns.

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Retirement Planning

Many people underestimate how much money they will need to maintain their lifestyle in their retirement years. Factors such as inflation, a diminishing Social Security system and rising costs of healthcare can all quickly erode our hard earned savings. With life expectancies increasing, many people spend up to one-third of their lifespan in retirement.

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Marco Scalco is a tax and financial advisor who believes in helping clients with comprehensive financial services with an emphasis on tax planning and preparation, individual retirement, investments and insurance.

He combines personal attention with a focus on strategic, tax-efficient financial planning and over 15 years of experience in the tax and financial services industry to help his clients achieve financial prosperity. The ability to be a full service provider of financial needs allows Marco to create seamless and convenient experiences for his clients.

Marco is an active member of the National Association of Tax Professionals (NATP) and the Financial Planning Association (FPA). In his spare time, he enjoys spending time with his family, traveling and outdoor activities. Marco and his wife Erin reside in Huntington Beach, California. They have two children. Check me out on BrokerCheck

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