Why We're Different
Why SKG?
Financial planning is an ongoing process that constantly adjusts to reflect your changing circumstances, needs, and goals. When you plan for your future, you may not have a clear picture of where you want to be 10, 20, or 30 years from now. And that’s OK. To achieve your goals, your financial plan should be consistently updated and flexible to the many changes in your life.
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 all your information is in one place, and you can model different scenarios and assumptions the moment they arise.
In the Spring of 2021, we implemented a new technology for our clients called Advisor360°®. This software is a robust financial planning tool that 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. You can now text us directly through the program!