Personal Financial Planners
Your Personal Financial Planner
Our financial planning for individuals extends beyond products and services. We take a comprehensive economic approach, analyzing each aspect of your overall financial position. We offer team-based financial planning, designed to simplify your financial life and the complexities that come with wealth management.
Long Term Personal Finance Guidance
✔ Financial positioning
✔ Tax management
✔ Investment planning
✔ Protection planning
✔ Retirement planning
✔ Estate planning
✔ Education planning
✔ Asset allocation
At Sky Peak Financial, our capabilities are extensive. We have a close partnership with Commonwealth Financial Group, and our team dedicates personal attention to each client. We offer fee-based consultation, short-term problem solving, and long-term comprehensive planning.
Financial Planning
✔ Fee-Based Planning
✔ Asset Allocation Analysis
✔ Retirement Income Planning
✔ Education Funding Strategies
✔ Budget & Cash Flow Analysis
✔ Complete Risk Management Analysis
Wealth Management
✔ Securities Brokerage Services
✔ Access to Institutional Managed Money Platforms
✔ Passive Investments
✔ Alternative Asset Offerings
✔ Tax Efficient Strategies
✔ Fixed & Variable Annuities
✔ True Diversification Strategies
✔ Comprehensive Retirement Income Strategies
Estate Planning*
✔ Estate Tax Projections
✔ Tax Minimization Strategies
✔ Advanced Gifting Techniques
✔ Philanthropic Planning Ideas
✔ Access to Trust Services & Asset Management
Risk Management
✔ Life Insurance
✔ Disability Income Insurance
✔ Savings Protection Insurance
✔ Long Term Care Insurance
✔ Guaranteed Income Annuities
Do You Have Any Questions?
Get started with Sky Peak, today.
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.