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About Us
Expertise
We have over 21 years of experience with employee and executive benefits and 11 years of experience with investment and financial planning. This experience includes working independently with clients, operating general agencies, and direct employment with insurance and benefits firms.
Process
Our clients are served with a simple and sound 5 step process.
Step One: Thoroughly interview the client to completely understand their concerns, goals, priorities and expectations and to acquire information on current and past benefits and financial plans.
Step Two: Analyze the data and information documented during the interview.
Step Three: Present our analyses and preliminary recommendations to address concerns and seek to achieve the stated goals.
Step Four: Acquire and rank vendor proposals for the various benefits and financial solutions and make solid recommendations to the client.
Step Five: Educate, communicate, implement and monitor.
Every year at renewal, we treat our existing clients as though they are new by repeating our effective 5 step process. We do this to help ensure we keep pace with the changing priorities and goals of our clients
Independence
sfs is an independent financial services firm. We offer a broad spectrum of products and services and have vast contracts with many major insurance carriers, investment companies, and third party administrators. This allows us to make recommendations appropriate for the client.
Support
sfs offers outstanding day to day support for our clients. We act as liaisons between the client and their benefit and investment company vendors. We work directly with enrolled employees to help relieve the client’s administrator of many service and claims related issues.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, is not affiliated with Skillen Financial Strategies, Inc. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
INVEST Financial Corporation's Privacy Policy
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provice legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained in any link provided herein.
We have over 21 years of experience with employee and executive benefits and 11 years of experience with investment and financial planning. This experience includes working independently with clients, operating general agencies, and direct employment with insurance and benefits firms.
Process
Our clients are served with a simple and sound 5 step process.
Step One: Thoroughly interview the client to completely understand their concerns, goals, priorities and expectations and to acquire information on current and past benefits and financial plans.
Step Two: Analyze the data and information documented during the interview.
Step Three: Present our analyses and preliminary recommendations to address concerns and seek to achieve the stated goals.
Step Four: Acquire and rank vendor proposals for the various benefits and financial solutions and make solid recommendations to the client.
Step Five: Educate, communicate, implement and monitor.
Every year at renewal, we treat our existing clients as though they are new by repeating our effective 5 step process. We do this to help ensure we keep pace with the changing priorities and goals of our clients
Independence
sfs is an independent financial services firm. We offer a broad spectrum of products and services and have vast contracts with many major insurance carriers, investment companies, and third party administrators. This allows us to make recommendations appropriate for the client.
Support
sfs offers outstanding day to day support for our clients. We act as liaisons between the client and their benefit and investment company vendors. We work directly with enrolled employees to help relieve the client’s administrator of many service and claims related issues.
INVEST Financial Corporation (INVEST), member FINRA/SIPC, is not affiliated with Skillen Financial Strategies, Inc. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
INVEST Financial Corporation's Privacy Policy
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provice legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained in any link provided herein.
