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Brian Skrobonja, ChFC®, Author, Entrepreneur and Wealth Advisor.
Since you’re here, my guess is that you’re ready to build and protect your financial future. And you’re ready to see how my team and I can get you there like we’ve done for hundreds of business owners, families, and individuals.
Schedule your complimentary Financial Future Assessment below with our Wealth Team.
During this call, we’ll ask you questions to better understand where you’re currently at with your finances and where you want to go so we can start helping you build a bridge to get there.
You’ll have an opportunity to ask any burning questions you have regarding preparing for retirement, preserving what you have for retirement, reducing tax exposure, or improving your overall financial situation, for example.
If we determine that we’re a good fit to work together, we’ll share more about the different ways we can help you create a financial plan that gives you access and control over your money so you can build your dreams and live a life of financial freedom.
We invite you to schedule your complimentary assessment below.
Our process begins with a 30 minute call to learn about you and what you’re looking to accomplish by hiring my team.
Please note that just because we have this call does not mean that we will work together.
If at the end of the call we feel like it would be a good fit to work together, we can discuss next steps. However, if we don’t feel like it’s a good fit, we’ll be honest and let you know. It’s very important to only work with clients we’re confident we can help.
In my 25+ years of experience, I’ve worked with thousands of business owners, families, and individuals and have distilled down the five steps that separate the wealthy from the average. The BUILD Wealth System™ will help you build and protect your wealth so you can invest your time, money, and energy into what brings you the most joy in life… whether that’s your next business venture or traveling the world with your family.
You no longer have to jump from one idea to another with hopes of finding the next best strategy, or struggle to find the right professionals to assist you. Our dedicated Wealth Team will help you discover how to plan for your entire financial situation and help to align your money with your goals in five simple steps.
What’s most important to you in life? I ask because what we value influences how we invest. The first step that all wealthy individuals take is to get clear on their true desires. We’ll dive into what’s most important to you and help you understand how your money is currently flowing and detect any holes where you may be leaking cash. We’ll align your cash flow and resources with your goals so you can focus on what matters most to you in life.
Identifying the roadblocks standing in your way of achieving your goals is key to overcoming them. We’ll take inventory of your current financial picture and examine which resources (income, business, savings, retirement account, etc.) are propelling you toward your goals and which ones are holding you back so you can regain control of them and help ensure money is available when you need it.
It’s critical to look at the pieces of your financial plan that pose the greatest risks so we can uncover any blind spots and help ensure you’re protected. We’ll analyze the foundational pillars to help ensure that your financial plan is strong from multiple angles. This may include strategies to help reduce any dependency on banks.
Success leaves clues, and there are key principles the top 1% use to manage their wealth and build their balance sheet. We’ll come up with your custom plan using proper diversification and set formulas that mirror how the wealthy invest. Our Wealth Team supports you each step of the way in building a financial plan that will impact your current and future generations to come.
An often-overlooked aspect to managing money is managing emotions. You’re going to hear things that cause you to doubt if what you’re doing is right. You’re going to see the market become volatile at times, making you feel anxious about what’s next. Our Wealth Team will be here for you each step of the way to help you focus on your plan, evaluate your progress, avoid potential pitfalls, and make the necessary adjustments to keep you on track and moving toward your biggest goals and dreams.
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.
