JUST GETTING STARTED

JUST GETTING STARTED

So, you want to get a financial plan in place? If this is you, then you are in the right place!

If you are like many people just getting started, you are feeling excited and nervous, even anxious all at the same time. Don’t worry… we have your back. We have a lot of experience helping people just like you get financial plans up and running.

Whether you’ve put off your planning for years or jumping in right away, there’s a lot you can do to make the most of your situation. The truth is financial planning can be extremely rewarding, but it is a lot of responsibility to ensure the money you are saving is working for and not against you.

Considering that there are many demands on your money, it’s important to make smart decisions. If you are like most people, then we are sure you want to cover your bases and make sure you have thought of everything before you get started.

YOU LIKELY HAVE QUESTIONS SUCH AS:

  • How much money do I need to get started?
  • How much money should I have saved before I start investing?
  • Should I save if I have student loans or credit card balances?
  • Should I invest in my company 401(k)?
  • How do I save for my child’s education?
  • How much life insurance should I have and what type should I get?

WE CAN HELP YOU WITH ALL OF THESE THINGS.

Get Started Now With The Next Steps Checklist

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WHAT’S NEXT?

If you’d like help creating a financial plan that gives YOU control over your money so you
can build your dreams, live a life of financial freedom, and enjoy your perfect retirement

Click here to schedule a complimentary call with our team now

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.

The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. 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 Financial Group, 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 on this site 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 here in 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.

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