Financial Planning Solutions
Your finances are made up of many moving parts. From cash flow, to taxes, asset protection and investment management you can expect a comprehensive planning experience when working with Skeels & Fox Wealth Management.
First, we will work with you to identify your financial goals and objectives. From there we will create a financial plan and investment strategy that focuses on your specific needs to set you on a course for success.
Planning / Investing
Our comprehensive planning and portfolio management services look at all the following areas to create a holistic plan:
-Retirement income and distribution planning -Asset Protection -Investments -Retirement planning -Income tax saving strategies -Estate planning and risk management / insurance
Our goal is to create financial plans that provide benefits such as: saving on taxes, offers a clear investment strategy that provides you the necessary growth and income you need with risk reduction techniques to achieve your goals, knowing when you can retire and maximizing social security benefits. With our advice and assistance you will get things done and implemented. Our motto is "We'll take care of the tough stuff so you can enjoy the fun stuff!"
Our Cost of Services
We are paid via a percentage of the assets we manage for clients with $500,000 or more of investable assets.
We develop deep and lasting relationships with our clients to support them in making the best financial decisions throughout their lives.
We look forward to working with you.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I can meet clients in the following ways
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Bachelor of Science - Business Administration
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, ID, KS, MA, MD, NV, OH, OR, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Advisors of Skeels and Fox Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.