Take your financial goals head on

Below are abstracted examples of wealth management situations we face

Putting Your Financial Goals In Order

Waiting for the sunset to end a beautiful day A wife, having just lost her father, saw the resolution of his estate complicating already cluttered finances. Along with her husband, she wanted somebody to shed light on both their opportunities and their weaknesses.

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Merging Lives and Financial Goals

Senior Woman Embracing Man From Behind At Dining Table They found one another after raising their families and finishing their careers. Having done planning as individuals, but not as a couple, it was time to combine both their assets and their goals into a single, cohesive plan.

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Transforming Concentrated Risk

Robert - Square Crop 170x170

After a career as an engineer, this person had accrued a great deal of company stock. Ready to retire, he wanted to diversify, but with tax efficiency. With his charitable pursuits in mind, we made his portfolio fall in line.

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Making Settlement Dollars Count

Dave - Square Crop 170x170 When he came to Skyline he had just recently settled a personal injury claim with a former employer. With this new influx of cash and knowing he needed to replace his lost income, it was time to look for a flexible, lasting solution.

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