VIP BACKSTAGE
Please watch the videos in sequence.
STEP 1
WELCOME TO SKROBONJA
FINANCIAL GROUP
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.
If you have $500,000 or more in investable assets, watch this video
If you have $500,000 or more in investable assets, watch this video
STEP 2
SUCCESS BREEDS SUCCESS
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”
STEP 3
SUCCESS BREEDS SUCCESS
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.
STEP 4
FEES AND COMPENSATION
In this video I will explain how we are compensated and what you can expect from us. (Probably not what you are thinking.)
STEP 5
WRAP UP
In this video I will provide details about our upcoming meeting.
Check the background of this investment professional on
FINRA BrokerCheck.
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 Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
Skrobonja Wealth Management, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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.
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.
“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 other than number of votes. Some 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.