Find out how comprehensive financial planning can bring you closer to your goals.
Forbes has partnered with Shook Research to find and release a list of 2022's best wealth advisors nationwide. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. See Ben and Chris's profiles below!
Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®
Chris Kampitsis, CFP®, ChFC®, CEXP™, RICP®, CFBS®, AIF®
Can you predict the future? Of course not, and neither can we. What you can do is make smart decisions that move you closer to your goals. Without proper planning—and expert guidance—you’re leaving tomorrow up to chance. And although you can’t control everything that will happen, your future is too important not to make any moves at all.
You’ve worked hard to get where you are today, but the work isn’t over yet.
To be sure you’re making the best decisions, you need a complete, objective understanding of your whole financial reality. But it’s difficult to synthesize everything you know about your finances with all the opportunities (and pitfalls) available in the financial world of market performance, tax implications, asset allocation, and investment strategies.
That’s why you need a team of experts.
Every day at SKG, we dedicate ourselves to helping you make decisions that bring you closer to your financial goals. You deserve to have the peace of mind to focus on the part of your life that matters to you the most, knowing your personal team of experts is consistently contributing objective knowledge and doing the heavy lifting. As your partner, we help you design a financial vision that is strategic and achievable—on your terms.
Partnering with the right financial planner is a big decision. You don’t just want to work with an expert, you want to work with someone you trust.
Your financial plan will be your informative guide to help you make decisions that move you closer to your goals. View a sample financial plan to understand how we work.
What should you expect from your financial planning consultation? Our quick video has what you should know about your first meeting.
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