If planning for your retirement has got you confused, you’re not alone! There is no doubting the fact that many individuals and companies have trouble distinguishing between the various types of retirement plans. Whether you don’t know a thing about your retirement planning options or you are looking to set up or change your company’s plan, you’ve come to the right place.
Our advisors specialize in designing and implementing retirement plans that meet the individual’s and / or employer’s objectives. As an independent investment advisor we are not compromised by requirements from an out of town parent company or stockholders. SkyOak is also unique in our ability to utilize alternative investments (real estate, private loans, precious metals, etc.) inside retirement plans.
We can provide you a plan that is right for you and/or your company.
Depending on your situation, a SkyOak advisor will consult with you, educate you and recommend the best retirement plan for you and/or your company. There are various types of retirement accounts and company retirement plans that we may consider for you and your company.
