About Us

Our Schedule of Services

Cost of services based upon a percentage of assets under management (AUM) of $500,000 or more.


Investment Management


Income Tax Strategies


Retirement Income & Distribution Planning


Estate Planning & Risk Management


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.

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Skeels and Fox Team

Financial Tips

Test Your Knowledge. 
We understand that it can be tricky navigating the world of personal finance. Everyone seems to have an opinion, and it can be hard to know what to believe. We created this series as a way to present and debunk some of the most common financial myths.



Interested in learning more?

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