Financial Planning
Any sound, sensible course of action in life begins with planning. In the area of financial planning, we help you achieve your life goals by looking at the big picture. This includes retirement income, major purchases, college education, and charitable intentions. You personally don’t need to be an expert in all of these areas. We will help organize your financial life in a way that’s unique to you and your life and suited to your needs and goals.

Investment Management
Stocks, bonds, mutual funds, CDs, annuities, IRAs, 401(k)s, pensions…keeping on top of it can be overwhelming. We take care of investment management so you can focus on other things. Our philosophy is based on science - not flash or ego. Let others follow the latest investment fads. For a custom-tailored, holistic portfolio created and managed to work toward your life goals, please contact us.

Tax Planning & Management
Maximizing the resources to achieve your goals often means minimizing the taxes you pay. With so many changes and options, it’s hard to keep up. Tax considerations are always fully integrated with our financial planning. Let us make sure you are doing the best you can in this arena.

Risk & Insurance
We don’t sell or profit from insurance products, but life is full of risks. There is health care, long-term care, disability, premature death, and even the threat of lawsuits. These affect your odds of achieving your life plan. Our unbiased assistance can help you make informed decisions.

Estate Planning
It is not just a question of who gets what in your will and of how much tax is paid. Estate planning also involves questions about the medical treatment you may receive during your lifetime and, ultimately, how your resources are spent. We can help ensure that your values and wishes play a factor in the distribution of your life’s assets.

Skaggs Financial Planning does not employ attorneys, CPAs, or insurance agents. We are not legal advisors, tax advisors, or involved in insurance sales. However, we do work with these professionals to help you achieve your goals.