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.

Company Retirement Plans

Defined Contribution Plans

Defined Benefit Plans

Tools for Plan Administrators

Individual Retirement Plans

Defined Contribution Plans

Retirement Plan Consultation

If you are looking to start a retirement account or would like to rollover an existing retirement plan due to retirement, employment termination or consolidation of your accounts, a SkyOak Advisor will be happy to meet with you.

You’ll receive:

Key information that will help you decide what retirement plan is right for you
A free retirement income analysis

Expert consultants will help you:

Determine what type of plan best suits your needs
How you should structure your retirement and investment assets to meet your current and future income needs

What do I need to do?

Retirement Plan Audit

If you have an existing plan, SkyOak can provide an audit of your existing plan. The audit will not only analyze the plan costs, but also several of the indicators of a successful plan. SkyOak will analyze the design issues that may be hampering the plan effectiveness. We will also point out any regulatory issues that may exist.

You’ll receive:

A free retirement consulting session with a retirement expert
A proposal customized to your company’s size and needs
Key information that will help you decide what retirement plan is right for you

Expert consultants will help you:

Determine what type of plan your company needs
How you should structure your plan to meet your employees’ needs
Understand what small-business tax credits the government offers you

What do I need to do?

Start a New Company Plan

If you are looking to start a plan, SkyOak will meet to discuss the objectives that you have for the plan. They will educate you on your options and provide a clear recommendation. We will educate your plan administrator and build the team of plan providers around them to ensure that the plan is successful and minimizes the time required for plan activity.

You’ll receive:

A proposal customized to your company’s size and needs
Key information that will help you decide what retirement plan is right for you
A free retirement consulting session with a retirement expert

Expert consultants will help you:

Determine what type of plan your company needs
How you should structure your plan to meet your employees’ needs
Understand what small-business tax credits the government offers you

What do I need to do?