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720 Industrial Court
Suite 8
Hartland, WI 53029
262.646.5448

 
Risk Calculator Investments Surprises Extended Care: A Patchwork of Possibilities

"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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Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

To Catch a Thief

To Catch a Thief

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

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Can I Refinance My Mortgage?

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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