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Our Services

SKadvisors offers a full range of wealth management services. We know that financial services are often a sales and transaction-driven gauntlet. As Certified Public Accountants (CPAs), our goal is to extend our profession's independence and objectivity. 

 

Leveraging our professional experience as financial planning and tax experts, we design dynamic and individualized financial plans that will support you throughout your life.

 

From managing investments and planning for retirement to ensuring your taxes are in order and your estate is well-managed, our solutions are tailored to your unique needs and objectives. 

Investment Management 

  • Portfolio Management: Expert handling of your investments to maximize returns and minimize risks 

  • Asset Allocation: Strategically distributing your assets to balance risk and reward to meet financial goals 

  • Risk Management: Identifying and mitigating financial risks 

  • Alternative Investments: Exploring non-traditional investment options for diversification, including real estate, closely held joint ventures and any other non-market related assets 

Financial Planning 

  • Retirement Planning: Creating strategies to ensure a comfortable retirement 

  • Education Planning: Preparing for future educational expenses 

  • Cash Flow Analysis and Budgeting: Managing your income and expenses to optimize financial health 

  • Debt Management: Strategies to effectively manage and reduce debt 

  • Retirement Income Planning: Ensuring a stable income in retirement 

  • Social Security Optimization: Maximizing Social Security benefits 

  • Tax-Efficient Investment Strategies: Structuring your investments to minimize tax liabilities 

  • Charitable Giving Strategies: Maximizing the tax benefits of your charitable contributions 

Estate Planning 

  • Probate and Estate Administration: Work as a team with your other advisors to manage the probate process and estate settlements 

  • Wealth Transfer Strategies: Planning for the smooth transfer of wealth to future generations 

Insurance and Risk Management 

  • Life Insurance: Providing financial security for your loved ones 

  • Long-Term Care Insurance: Planning for potential long-term care needs 

Business Advisory Services 

  • New Business start up 

  • Mergers and Acquisitions: Guiding businesses through the mergers and acquisitions processes 

  • Succession Planning for Family Businesses: Ensuring a seamless transition of business ownership 

  • 401(k) Plans, Profit Sharing Plans, Cash Balance Plans, ESOPs: Designing and managing retirement plans for businesses 

Trust Services 

  • Trustee Services: Managing trust assets with fiduciary responsibility 

  • Trust Administration: Administering trusts according to their terms 

  • Special Needs Trust Management: Planning for the financial future of individuals with special needs 

Tax Planning 

  • Minimizing Taxes on Retirement Income: Strategies to reduce tax liabilities in retirement 

  • Tax-Efficient Withdrawal Strategies: Optimizing the timing and method of withdrawals from tax favored accounts 

  • Roth Conversions: Converting traditional IRA funds to Roth IRAs for tax advantages 

  • Required Minimum Distributions (RMDs) Planning: Managing mandatory withdrawals effectively 

Annuities 

  • Immediate and Deferred Annuities: Providing guaranteed income streams 

  • Variable and Fixed Annuities: Offering flexible investment options

Social Security and Medicare Consulting 

  • Optimizing Social Security Benefits: Ensuring you get the most out of your benefits 

  • Navigating Medicare Enrollment and Benefits: Assistance with Medicare planning 

Need more details?
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