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Why We're Different

Why SKG?

Why SKG?

We are not a “set it and forget it” type of firm. Our philosophy holds that financial planning is an ongoing process that constantly adjusts to reflect your changing circumstances, needs, and goals.

If you start planning for your financial future early enough (and we hope you are), you may not have a clear picture in your mind of exactly where you want to be 10, 20, or 30 years from now. And that’s okay. We believe your financial plan should be flexible to all the changes in your life. As you gain more clarity in your vision and what you’ll need to achieve that vision, we update your financial plan and strategies to help you reach those goals.

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Our Technology

Our Technology

The technology we use allows us to create financial plans that are flexible to your changing circumstances. You will have access to our online financial planning software, where you can see all your information in one place and model different scenarios and assumptions the moment they arise.

We are pleased to announce that in Spring of 2021, we will be implementing a new technology for our clients called Advisor360°®. This software is a robust financial planning tool that will make it easy for us to create and download customized reports, organize documents, track performance data, and even make trades.

Advisor360°® aligns with our goal-based planning philosophy and supports accessible communication between you and your team – allowing you to even text us directly through this program!

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