Institutional Wealth Management
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 IRA
- Simple IRA
- 401 (k)
- 403 (b)
- 457
(b)
Insurance
- Group Life Insurance
- Buy-Sell Agreements
- Key Life Insurance
