Name: Sleep Better
Uploaded: 2018-01-08T15:07:14
Duration: 30 s
Description: How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future.

Our Approach

At Sky’s Edge Wealth we’ll focus on the details so you can keep your eye on the horizon. Our commitment to our clients is defined by our three core tenets:

Approach: Planning and advice based upon your goals, presented with clarity and simplicity

Collaboration: a commitment to teamwork and working directly with your accountants and attorneys for seamless decision making

Attention: Concierge service to provide a comfortable, caring environment and an accessible, responsive team.

We invite you to raise your expectations with Sky’s Edge Wealth.

Background and qualification information is available at FINRA's BrokerCheck website

APR 26

6:00 PM - 7:00 PM

Yes, You Can...Raise Financially Aware Kids

Yes, you can … Raise Financially Aware Kids

Helping Your Kids and Grandkids Appreciate the Value of a Dollar

Please join us in this unique opportunity to learn about:

What kids need to know to be financially successful
Your role as Chief Financial Parent/Grandparent
How to raise financially aware kids through understanding, allowance, and money management

MAY 22

12:00 PM - 1:00 PM

2018 Seminar Series: Succession Planning

Succession Planning - the 10 most important non-legal questions

The presentation is focused for small business owners and will focus on these areas:

· Why every business owner needs a succession plan

· Learn how to ask the right questions to find the best answers for you

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the presentation from the comfort of your home or office.

To listen, please join by phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex Event.

When it's time for the meeting to begin, Click this link to join the online meeting.

JUN 25

11:00 AM - 12:00 PM

2018 Seminar Series: Destination College

Destination College - Creating your Road Map

The presentation will focus on these areas:

· The college journey

· Your tools to go the distance

· The 529 college savings plan

This educational opportunity is a conference call and webex presentation.

Please plan to call the toll-free number to hear the speaker and join the webex event online to view the presentation from the comfort of your home or office.

Join by Phone: 1-866-501-1506 Code: 402 956 1640

To view the presentation, please login to the Webex Event.

When it's time to view the presentation, please Click this link to join this online meeting.

View All Events

Sky’s Edge Wealth was recently chosen as the Business of the Week on WIBA-AM. Follow the link to hear Kristy Reed and Sean Wayne’s radio interview.

http://wiba.iheart.com/featured/madison-in-the-morning/content/2017-07-28-business-of-the-week-skys-edge-wealth/

We updated our event: From the Hill to the Street

March 13^th
We added a new event: 2017 Seminar Series - Analysis of Investor Behavior

March 13^th
We updated our event: Manage Your Taxes. Use the Opportunities in Current Tax Laws.

March 13^th
We added a new event: 2018 Seminar Series: Destination College

March 13^th
We added a new event: 2018 Seminar Series: Social Security, Options to help maximize your benefits

March 13^th

All Calculators

Sky's Edge Wealth Client Service Brochure (1183KB)

More...

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)

Our Approach

Business of the Week on WIBA-AM

Calculators

Files for Download

Gauge your retirement readiness

Sleep Better