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<br/><h2><span>BE EMPOWERED BY A &#8220;PERSONAL CFO&#8221;</span></h2><br/>


BE EMPOWERED BY A “PERSONAL CFO”


Experience financial planning and wealth management the way you want it.

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Every decision you make today can move you one step closer to your aspirations. 

The SKG Team provides financial planning techniques and expert guidance to help ensure your decisions are based on a complete, objective understanding of your whole financial reality, placing you in a solid position to achieve your goals. We dedicate ourselves to finding opportunities in the financial world of market performance, tax implications, asset allocation, and investment strategies, while also protecting you from potential pitfalls.

Put your financial future on solid ground. SKG strengthens your financial health by providing a wealth of knowledge and building a strategic and achievable financial vision — on your terms. 

Individuals &#38; Families

Individuals & Families

Find out how a “Personal CFO” relationship creates time and value.

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Business Owners

Business Owners

Planning to grow your business or exit in the next 5 years? We can help.

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Corporate Education

Corporate Education

Financial literacy programs taught in Fortune 500 companies nationwide.

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Career Transitions

Career Transitions

Comprehensive financial planning during a career transition.

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Forbes has partnered with Shook Research to find and release a list of the best wealth management teams nationwide. Each team 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. The SKG Team has been named to this list in 2024!

3rd Year in a Row

Forbes has partnered with Shook Research to find and release a list of the 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. Ben and Chris have now made this list in 2022, 2023, and 2024.

2024 Best in State Wealth Management Teams and 2024 Best in State Wealth Advisors ranking was issued by Forbes on [04/01/2024]  for the period covering [01/01/2023 – 12/31/2023]. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.

DISCOVER YOUR INVESTMENT RISK LEVEL

What type of investor are you?
Take advantage of Riskalyze, a free survey we offer to help clarify your risk tolerance. Knowing your risk tolerance helps you better
understand your money mindset and helps us serve you better to meet your expectations.