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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 SKG Team functions as your “Personal CFO.” We provide crucial insight, develop a sensible financial plan, and respond to shifts in the economic environment. We create customized solutions that consider 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. 

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Individuals & Families

Individuals & Families

The SKG Team can help individuals and families balance home buying, manage loan payments, save for children’s college tuition, and build meaningful wealth for retirement. Let us help you manage your cash flow so 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. It’s important to balance your personal financial goals with your career objectives. The SKG Team helps business executives minimize risk and taxation. They 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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