What We Do
At Skeels & Fox Wealth Management, clients come first!
Our approach to delivering holistic financial services always starts and ends with you, our clients.
We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations.
Through a consultative process, we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist.
Imagine
- How do you want your future to unfold?
- Where would you like to live?
- Where do you want to travel?
- Are there hobbies you would like to pursue?
- Would you like to help family, friends, or a charity?
Plan
- Getting to know you: what do you want to achieve and where do you stand now financially?
- Creating the plan: having a clear focus and objective is critical to reaching your goals.
- We design and help you implement a personal strategy, including cash flow, investment allocations, protection, pensions and social security options, and tax and estate management, all with your dreams in mind.
- We monitor and review this with you on an ongoing basis to make adjustments as things change, whether it’s your personal situation, the economy, tax laws, etc.
Prosper
- Working towards a stress-free retirement.
- Enjoy your life, striving towards having financial security.
- We handle the tough stuff so you can enjoy the fun stuff!
Why work with a CFP®?
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to act in your best interests, so they can help provide you confidence today to work towards a secure tomorrow. Source
Interested in learning more?