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Welcome to our backstage area where we begin to collaborate and get acquainted with you as well as provide a space for you to learn and think about what we will be working on together.
In these welcome videos I will give you some very important information that will answer many of the questions I know are floating around in your head right now.
Be sure to watch each video in order to get your questions answered and prepare yourself for our time together.
In this video I walk you through what our best and most successful client relationships have in common so you can get a true sense of who we can have the greatest impact helping.
Depending on what stage of your wealth creation process you are in will determine which of the following two video you should watch next.
If you have accumulated MORE than $500,000 in assets then watch Success Breeds Success “The Next Stage”.
If you have accumulated LESS than $500,000 in assets then watch Success Breeds Success “The First Stage”.
In this video I will lay out for you what you can expect throughout our process to eliminate any questions and satisfy any curiosity you may have before our call.
In this video I walk you through what our best and most successful client relationships have in common so you can get a true sense of who we can have the greatest impact helping.
Depending on what stage of your wealth creation process you are in will determine which of the following two video you should watch next.
If you have accumulated MORE than $500,000 in assets then watch Success Breeds Success “The Next Stage”.
If you have accumulated LESS than $500,000 in assets then watch Success Breeds Success “The First Stage”.
In this video I will explain how we are compensated and what you can expect from us. (Probably not what you are thinking.)
In this video I will explain how we are compensated and what you can expect from us. (Probably not what you are thinking.)
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through AE Wealth Management (“AEWM”), a registered investment advisor. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, AEWM and MAS are not affiliated entities.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements.
Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.
“Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
