720 Industrial Court
Suite 8
Hartland, WI 53029
262.646.5448

 
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"Whether your finances are a river or a lake--let us guide you"


Skye Financial Services, Inc. is a family owned firm that we formed with the goal of providing clients the opportunity to explore and define their financial destiny. The tenure of our client relationships span almost two decades and in many cases we are honored to serve three generations.

Associates at Skye Financial Services, Inc. are also Registered Representatives with United Planners Financial Services, Inc.,  which allows us to offer clients quality investments and professional guidance to assist in meeting their financial objectives.


 

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With alternative investments, it’s critical to sort through the complexity.

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Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

A House Divided

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator demonstrates the power of compound interest.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Understanding the cycle of investing may help you avoid easy pitfalls.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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