Creating a financial plan helps you see the big picture and set long and short-term life goals — a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Skyline Advisors can help secure your financial well-being, give you peace of mind and help you reach financial planning success.
Skyline Advisors’ Certified Financial Planner’s® and our team of professionals can help you prepare a financial plan. We have the skills and knowledge necessary to make private wealth management less complicated for you.
Our 5 Step Financial Planning Process
We discover and define the relationship.
We listen and learn about you.
We build and propose a plan.
We Implement and monitor the plan.
We update the plan when life happens.
Common questions we can help you answer.
- When can I retire?
- Should I payoff my mortgage?
- How do I pay for my kids’ college expenses?
- What do I do if I receive an inheritance or life insurance proceeds?
- What if I change careers and have an employer concentrated stock position?
- What should I do when I sell a business, a property or other asset and need help with the proceeds?
- How can I help parents or grandparents who need help with their finances?
- What if I am named as trustee for a trust and need help?
- How do I handle cash flow planning when receiving patent, book or other royalties?
- How do I simplify my finances and make my money work for me?
- How do I understand and analyze my annuity?
Access. All the time.
Skyline Advisors works with MoneyGuidePro to develop a financial plan, stress test the plan and communicate the results. You can access your plan online and on your mobile devices.
Financial Planning Can InCorporate Any of the following:
- Retirement Planning
Includes Retirement Needs Analysis where your retirement goals and ideal retirement age are matched to your resources. Can you retire? We consider your Social Security, pensions, company retirement accounts, your debt and categorize your needs, wishes and wants.
- Estate Planning
We work with you and your estate planning attorney to manage your estate during your life and plan ahead to pass your estate to your heirs while minimizing taxes — all within the context of your personal objectives.
- Education Planning
What will college cost and how will I pay for it? We consider tax advantaged accounts such as 529 College Saving Accounts and how they fit within your financial plan.
- Tax Planning
We analyze your financial profile from a tax perspective, working closely with your tax professional. Tax advantaged investment accounts and strategies are important to our clients.
- Insurance Planning
Determine your insurance needs and evaluate your current policies including life insurance, health insurance, disability insurance, long-term care insurance, umbrella liability insurance and other policies — all within the context of your financial plan. Insurance planning is risk management.
- Charitable Giving
We consider your philanthropic goals and plan for tax advantaged giving. Do you want to leave a legacy to your children or to a Non-Profit organization? We can discuss donor advised funds, foundations and planned giving as well as other charitable giving techniques.
We can help you with these and other personal financial planning needs. When you choose to work with us to be your financial management advisors, you can count on receiving high-touch financial planning services that feature a personal touch. We get to know you, your portfolio and your goals as deeply as we possibly can, so you can feel confident that we’ll steer you in the right direction.
In addition, we conduct our business with a sense of duty and responsibility. That means we provide financial advisor services while acting in good faith and with the utmost levels of loyalty to you and your best interests. Our attention to detail, industry knowledge and focus on operational execution make the complex world of finance more accessible to you as an individual so you can realize the full potential of your investments.