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Wealth Management

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Wealth Management

Although SkySon Financial is primarily focused on providing tax saving solutions for clients by implementing Structured Sales Strategies, SkySon co-founder, Andrew Lambertson, is a licensed insurance agent and financial advisor affiliated with Founder’s Financial.

Andrew has extensive experience in developing deferred compensation plans, retirement savings plans, investment strategies, and the application of life insurance for estate and retirement planning. Currently, these services are provided primarily for existing clients,though his expertise and capabilities are available to anyone needing sound financial advice and tax mitigation strategies.

Andrew welcomes consultations with other Financial Advisors whose clients may benefit from the tax-saving advantages Structured Sales Strategies can provide. Please note, these consultations are offered on a strictly cooperative, non-competitive basis. Your clients are your clients. Andrew’s focus is on providing specific Structured Sales Strategies that can help reduce taxes and increase net income from the sale.

Personal Wealth Management

  • Investment Advisory Funds
  • Freedom Capital Management Strategies
  • Asset Management
  • Mutual Funds
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Educational Planning
  • Retirement Strategies
  • Tax Reduction Strategies
  • 401 (k)
  • 403 (b)
  • 457 (b)
  • Estate Planning
  • Variable Annuities
  • Life Insurance
  • Fixed Annuities
  • Trust Strategies

Institutional Wealth Management

  • 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

Find out if your Portfolio is consistent with your Risk Profile and your Financial Objectives. It’s Free!
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