Financial Planning Solutions
Your finances are made up of many moving parts. From cash flow, to taxes, asset protection and investment management you can expect a comprehensive planning experience when working with Skeels & Fox Wealth Management.
First, we will work with you to identify your financial goals and objectives. From there we will create a financial plan and investment strategy that focuses on your specific needs to set you on a course for success.
Planning / Investing
Our comprehensive planning and portfolio management services look at all the following areas to create a holistic plan:
-Retirement income and distribution planning -Asset Protection -Investments -Retirement planning -Income tax saving strategies -Estate planning and risk management / insurance
Our goal is to create financial plans that provide benefits such as: saving on taxes, offers a clear investment strategy that provides you the necessary growth and income you need with risk reduction techniques to achieve your goals, knowing when you can retire and maximizing social security benefits. With our advice and assistance you will get things done and implemented. Our motto is "We'll take care of the tough stuff so you can enjoy the fun stuff!"
Our Cost of Services
We are paid via a percentage of the assets we manage for clients with $500,000 or more of investable assets.
We develop deep and lasting relationships with our clients to support them in making the best financial decisions throughout their lives.
We look forward to working with you.
|Firm Start Year:||1993|
|Name of Custodial Firm:||National Financial Services|
|States Licensed in:||AZ, CA, CO, ID, NV, OR, TX, SC, WY|
|Number of Years with Current Firm:||27|
|Investment Types:||Mortgages & Real Estate, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, Via phone, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Organization:||Oxnard College Oxnard, CA|
|Position :||Board Member|
|Bachelor of Science - Business Administration||
University of Southern California - Los Angeles, CA
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, ID, KS, MA, MD, NV, OH, OR, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Advisors of Skeels and Fox Wealth Management are Registered Representatives and Investment Adviser Representatives with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
I was raised in Santa Paula, California, in the 70's and 80's with two siblings and loving parents who owned a small local business.
In the late 80' and early 90's I attended and graduated from college with a degree in business administration.
Shortly after graduation my father passed away unexpectedly and left my mom financially in despair. My dad was my rock. He was always there for me and I knew that whatever I did in my life, if I fell, he would be there for me. After he passed, I realized that it was all up to me to support myself and my mom.
So that's when I decided to pursue a full-time career in financial services to help ensure that other families have a more certain financial future. Becoming a CERTIFIED FINANCIAL PLANNER professional and specializing in retirement planning and widows has been very fulfilling for me and our firm and is my passion.
I have been involved with or supported Care Givers, Goodwill, Food Share, The Boys & Girls Club of Ventura, Ventura Missionary Church, Santa Paula Animal Rescue (SPARC), and City Center. My wife Alissa and I have 2 children and I enjoy travel and tennis.
This is a little bit about me. If you decide to work with Skeels & Fox Wealth Management, I look forward to learning more about you, your family, and your interests. Remember, "Don't Stop Believin" in your dreams and goals!
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|