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Our Approach

The SKG Team believes that financial planning is an ongoing process designed to provide timely advice as your life changes and evolves. We understand not only the details of your financial world but also your priorities and the goals that inspire you.

We model scenarios, what-if’s, potential outcomes so that you can plan proactively rather than reactively. It is about an ongoing relationship that strengthens and deepens in quality over time with mutual accountability.

Contact us to discuss planning options to fit your needs.


What type of investor are you?
Our questionnaire allows you to discover your risk tolerance to understand
your money mindset and develop an investment strategy that is right for you.