Our Schedule of Services
Cost of services based upon a percentage of assets under management (AUM) of $500,000 or more.
![investment-watchdog](/api/file/image/resize?url=/sites/g/files/awx8176/f/images/investment-watchdog_1584378834.png&height=100&width=100)
Investment Management
![tax-reduction](/api/file/image/resize?url=/sites/g/files/awx8176/f/images/tax-reduction_1584378834.png&height=100&width=100)
Income Tax Strategies
![retirement-savings](/api/file/image/resize?url=/sites/g/files/awx8176/f/images/retirement-savings_1584378834.png&height=100&width=100)
Retirement Income & Distribution Planning
![family-wealth](/api/file/image/resize?url=/sites/g/files/awx8176/f/images/family-wealth_1584378834.png&height=100&width=100)
Estate Planning & Risk Management
![client-services](/api/file/image/resize?url=/sites/g/files/awx8176/f/images/client-services_1584378834.png&height=100&width=100)
Regularly Scheduled Reviews & Updates
What we believe makes us unique
Our Schedule of Services includes a comprehensive review of Lifestyle Based Investing™, tax reduction strategies, and risk management, along with estate and retirement planning recommendations.
- Over 100 years of combined experience specializing in retirement planning and helping those who are suddenly single.
- Regularly scheduled meetings to discuss your personal situation and update your goals and plan.
- Regular newsletters and tax updates.
- Periodic client education and appreciation events.
![Skeels and Fox Team](/sites/g/files/awx8176/f/styles/imageapi-optimize/public/images/Oxnard%20Team%20Photo_1584711309.jpg?itok=o3H7VZfA)
Interested in learning more?