Our Philosophy & Clients

Our team’s focus on quality of service and developing personalized relationships with our clients means that they respond with loyalty. We offer a consultative process with customized strategies and on-going personal contact.

We start by taking a complete look at your financial picture, goals, and risk tolerance and develop a plan with a values-based, holistic approach. Continuous monitoring of your investments and multiple check-ins each year results in a relationship that is life changing.

At SKAFCO, we know investments are part of a changing landscape and there are multiple aspects to consider when planning for the future. Baby Boomers are retiring, making defined contribution plans more necessary. People are living longer, therefore the nest egg must last longer. In addition, tax laws have seen dramatic changes in the last few years. We take all these aspects and more into consideration when supporting our clients’ needs.

• Our investment focus is on capital appreciation seeking growth and capital preservation seeking income.• Our investment focus is on capital appreciation seeking growth and capital preservation seeking income.
• Although portfolio characteristics generally focus on long-term strategies, some portfolios may be designed for short-term gains.
• Research and selection of stocks, bonds, mutual funds, and other asset classes are done with tax planning in mind.
• We monitor and review client portfolios constantly, always keeping in mind the client's goals and objectives.
• The elections made are evaluated to be consistent with the client's “Statement of Investment Strategy."

Our team supports clients who:

• Are committed to their financial goals and to success.
• Are looking to simplify their lives by delegating their financial matters.
• Want to follow the advice of and implement their financial plans with the help of competent and ethical financial professionals.
• Value a professional relationship with our team.
• Want to share the success they’ve achieved by recommending our financial planning firm to their friends and family.

To provide the best possible service, we serve a limited number of clients. Contact us today to see how we can help you with your financial dreams.