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