At SKC Financial Group, we offer many solutions to our clients’ needs. Some of those solutions are listed below. However, it is important to understand that working with a financial advisor and having the right amount of education will provide the best solution to your situation.

The solutions and products are listed below, and don’t hesitate to contact us if you have a questions regarding any of these items.

Estate Planning

  • Estate conservation
  • Probate planning
  • Charitable giving

Retirement Planning

  • Retirement Planning
  • Retirement analysis
  • Wealth management
  • Social Security planning
  • Pension maximization
  • 401(k) rollovers

Retirement Plans

  • Defined benefit plans
  • IRA (traditional or Roth)
  • SIMPLE IRA
  • SEP IRA
  • 401(k) (traditional or Roth)
  • Individual 401(k)

Insurance Planning

  • Long-term care
  • Health insurance
    • Medicare plans
    • Critical illness
    • Cancer plans
    • Accident plans
  • Disability
  • Life insurance
    • Term life
    • Universal life
    • Whole life
    • Variable life

Investments

  • Annuities
    • Fixed annuities
    • Indexed annuities
    • Variable annuities
  • Limited partnership plans
  • Real estate investment trusts (REITs)
  • Actively managed accounts
  • Exchange-traded funds (ETFs)
  • Mutual funds
  • Stocks/bonds
  • Unit investment trusts (UITs)
  • Structured CDs

Business Solutions

  • Business continuation planning
  • Buy/sell agreements
  • Non-qualified deferred compensation
  • Executive (162) bonus
  • Key-person insurance
  • Group benefits
    • Health insurance
    • Disability insurance
    • Life insurance
    • Dental insurance
    • Vision insurance
    • Critical illness

Contact us to learn strategies that may help with your financial concerns