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Individuals & Families

The SKG Team will help you balance and manage your cash flow so that you can enjoy today while doing the ever-so-important planning for what’s ahead.

The Impact of having a "Personal CFO"

The power to plan your financial future sounds simple, but can be complicated and time-consuming. It would help if you had a partner with experience and knowledge to help you make smart decisions -- this is where The SKG Team comes in. We function as a “Personal CFO,” giving you crucial information and insight, developing a plan that makes sense, and responding to shifts in the economic environment. We create customized solutions that take into account the full spectrum of where you are today and where you want to be in the future. See our Sample Financial Plan to find out how we do this. 

View Sample Plan
Individuals & Families

Individuals & Families

Individuals and families are often juggling home buying, managing loan payments, saving for children’s college tuition, and building meaningful wealth for retirement. The SKG Team can help balance and manage your cash flow so that you can enjoy today while planning for your future.

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Retirement Transitions

Retirement Transitions

You spend your career turning your income into an asset. When you retire, it’s then time to turn those assets into income. Still, two crucial questions need answering:

  • What will your investment returns be? 
  • Exactly how long do you need that income for? 

The SKG Team, in one streamlined process, can help you plan for different scenarios, protect yourself with strategic decision-making, and respond to contingencies as they occur.

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Business Executives

Business Executives

Time is your most valuable resource. Balancing your personal financial goals with your career objectives is not easy. The SKG team helps business executives minimize risk and taxation. They help quantify your vision for retirement and provide quality advice on critical financial matters so you can spend more time doing what you do best — running your business.

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