As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, SKWealth is here to help you make informed decisions that will benefit your future.
Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy ensures your needs are our top priority.
Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.
Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.
A CDFA™ (Certified Divorce Financial Analyst) works with clients individually or as couples, helping them to come to grips with the financial reality of their individual divorce situation. The financial scenarios provided by the CDFA™ provide the client with the knowledge to make informed decisions by:
Note: CDFA™ services are only available to new clients, not existing financial planning clients due to potential conflicts of interest.
Click on Dollars and $ense to view our latest newsletter, which includes articles such as “2015 Was a Tough Year for Returns – What is the Outlook for 2016,” “New Legislation Makes Many Tax Provisions Permanent,” and “Wednesdays for Women – Divorce Workshop”, as well as comparative benchmarks.
Click on Dollars and $ense to view our latest newsletter, which includes articles such as “After the Weakest Quarter in Four Years, What’s Next for the Markets?” and “Should Investors Sell After a Correction?,” as well as comparative benchmarks.
Click on Dollars and $ense to view our latest newsletter, which includes articles such as: SKWealth’s new investment reporting system and electronic delivery system; Homeowners brace for cash crunch as HELCOs come due; Will the Greece crisis derail the markets; and a comparative rate of return summary to benchmark your portfolio.
Click on Dollars and $ense to view our latest newsletter, which includes articles on a new financial tool to help track and monitor your financial plan on a daily basis; an upcoming nationally acclaimed divorce workshop; how today’s bull market stacks up; questions to ask to save you money on your auto insurance…