Solar hamburger menu line duotone

Welcome to The Skrobonja Financial

Membership Page

Login Now

This content is password-protected. To view it, please enter the password below.

Password:

Sign up for the

Skrobonja Financial Newsletter

to learn about the latest strategies and solutions you can
use to reach financial freedom.

Email
This field is for validation purposes and should be left unchanged.
Email
Name

For A Limited Time, Get Access To Our

Assets2Income System Webinar:

“How Successful Retirees Are Winning Without Worrying About Bubbles, The Stock Market, or Other Things That Cause a Loss of Confidence”

Learn how to turn your investments into income with our Assets2Income System.

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.

Home
About
Real Stories
Retirement Consult
Client Login
Resources

Home
About
Real Stories
Retirement Consult
Client Login
Resources

Solar hamburger menu line duotone

Back To Top

© Skrobonja Financial 2023

Terms of Service
Website Privacy Policy
Firm Privacy Policy

"*" indicates required fields

Step 1 of 14

7%

Instagram

This field is for validation purposes and should be left unchanged.

Have you taken this Quiz before?*

Yes

No

Are you an entrepreneur or business owner, an employee of a company, or retired?*

Business Owner

Employee

Retired

Which of the following age ranges applies to you:*

< 30

31 - 46

47 - 58

59 – 67

>68

Excluding business and real estate values, what are your total investable assets?*

$999,999 or less

$1,000,000 - $3,000,000

$3,000,000 - $6,000,000

$6,000,000 +

How did you acquire these assets?*

I sold my business, and these are my net proceeds

I saved and accumulated it

I inherited most of it

I was an early investor in Bitcoin

If you had to choose one, which of the following “situations” would you say you are in?*

I am not certain about how to use my assets to produce “retirement income”

I want guidance about “what to do next” with the money I have saved

I am looking to exit my business and not sure how to make the transition

I am comparing fees and interviewing advisors to help grow my money

Based on your situation, enter the ANNUAL dollar amount for each of the following income and expense categories: (Avoid entering growth from any of your assets.)

Fixed Income*

Passive Income*

Total Expenses*

Income Gap

Based on your current assets, enter the current value for each of the following categories:

Taxable (e.g., Brokerage Account)*

Tax-Deferred (e.g., IRA, 401k)*

Tax-Free (e.g., Roth IRA)*

Total Tax Assets

Taxable %

Tax-Deferred %

Tax-Free %

Based on your current assets, enter the current value within each of the following categories:

Public Assets (e.g., Stock Market)*

Private Assets (e.g., Private Equity)*

Fixed Assets (e.g., Annuity)*

Total Assets

Public %

Private %

Fixed %

If you own a business, what is the value of your business?*

Yes

No

Enter the value of that business*

When it comes to managing your money, your current thinking most resembles which of the following statements?*

I would prefer a professional managing my money

I like the idea of a professional as a copilot to help manage my money

I do not like the idea of paying a fee for anyone to manage my money

I would pay a fee for information but can manage my own money

Which of the following best describe your attitude about the markets?

I am not comfortable with any volatility

I am ok with some volatility, but it makes me nervous

I am fine with market volatility but don’t want to be foolish

I am an “All in” kind of person and will take the risk for the potential reward

How soon do you want a plan in place?*

As soon as possible. I am ready now

I have a little time, but I don’t want to put off having a plan

Sometime in the few months is fine. No pressing deadline

Whenever I find something. No rush

Get Your Personalized WealthSync™ Snapshot

Based on your answers, we’ll generate a custom summary showing your Income Gap, Tax Allocation, and Asset Allocation — and what it all means for your next steps.

First Name*

Email Address*

Consent*

By submitting, you agree to receive occasional insights and updates from our team. You can unsubscribe anytime.*

Home
About
Real Stories
Retirement Consult
Client Login
Resources

Home
About
Real Stories
Retirement Consult
Client Login
Resources