Broker Check

Institutional Wealth Management

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Institutional Wealth Management

At SkySon Financial, we work to provide our business clients unique and cutting edge solutions to meet their short-term and long-term goals. We provide expertise in areas of profit sharing and Qualified Deferred Compensation plans as well as Non-Qualified Executive Bonus plans. We work with business owners and corporate executives to design plans specifically tailored to suit their needs. A sampling of the areas we provide service:

Financial Services
  • Corporate Brokerage Accounts
  • Non-Qualified Deferred Executive Compensation
  • Freedom Capital Management Strategies
  • Profit Sharing Plans
  • Retirement Strategies
  • Tax Reduction Strategies
  • SEP IRAs
  • Simple IRAs
  • 401(k) Plans
  • 403(b) Plans
  • 457(b) Plans
 
Insurance
  • Group Life Insurance
  • Buy-Sell Agreements
  • Key Life Insurance
 
 

Structured Sales

We understand what it's like to close a major sale, only to have a substantial portion of your earnings taken right off the top in capital gains tax.  At SkySon Financial, we can help. 

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Personal Wealth Management

We know how hard you work to build your financial resources. At SkySon, our attitude toward your wealth is simply this: It’s not how much you make, it’s what you keep that matters.

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Institutional Wealth Management

Qualified and Non-Qualified Retirement Plans provide a tremendous, yet sometimes confusing opportunity to offer enhanced benefits to employees. At SkySon, we have solutions to meet the needs of groups both large and small. 

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