Business Details
Your Trusted Partner for Financial Planning Solutions
At Skyline Financial, we specialize in aligning your values and goals with your financial resources through a comprehensive, data-driven approach. Our fiduciary commitment ensures we prioritize your interests above all else, offering transparent, unbiased advice without commissions or third-party compensation. We believe in long-term relationships, providing ongoing financial planning and wealth management to adapt to life's inevitable changes. Our fee-only structure aligns advisor and client incentives, ensuring growth occurs only when your wealth grows. With personalized services like retirement planning, tax optimization, and investment management, we empower clients to navigate financial complexities with confidence.Our three-stage Base Camp process creates tailored plans, while the Underway phase ensures continuous adjustments as priorities evolve. Our team of Certified Financial Planners combines expertise with a client-first philosophy, focusing on minimizing costs and maximizing outcomes. We serve both individuals and employers, offering 401(k) planning solutions and holistic financial strategies. Transparency remains central to our practice, with all operational expenses clearly communicated and never incentivizing unnecessary transactions. By maintaining independence from banks, insurance companies, and brokerage firms, we guarantee objective guidance focused solely on your financial future.
Services
Financial Planning
Wealth Management
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Business Planning
Cash Flow Analysis
Risk Management
401(k) Planning
Highlights and features
- We operate as fiduciaries, legally obligated to prioritize client interests above all else
- Our fee-only structure eliminates conflicts of interest from commissions or third-party payments
- Certified Financial Planners with expertise in tax optimization and retirement strategies
- Three-stage Base Camp process creates personalized, data-driven financial plans
- Asset-based fees align advisor and client incentives for long-term growth
Services
Financial Planning
Our comprehensive financial planning creates personalized roadmaps aligning client values with financial resources. Through detailed assessments and collaborative sessions, we address cash flow, retirement goals, and risk management. The three-stage Base Camp process ensures tailored strategies that evolve with changing life circumstances.
Wealth Management
Long-term wealth management combines ongoing financial planning with investment oversight. We provide annual reviews, unlimited plan revisions, and tax optimization strategies. Our asset-based fee structure aligns advisor incentives with client growth while maintaining transparent cost structures.
Tax Planning
Integrated tax planning identifies opportunities to minimize liabilities across investment strategies and financial decisions. We analyze tax implications for retirement accounts, estate transfers, and business structures to maximize after-tax returns.
Retirement Planning
Specialized retirement planning models long-term financial sustainability. We assess savings requirements, distribution strategies, and Social Security optimization while adjusting plans for market fluctuations and personal life changes.
Investment Management
Active investment management includes portfolio monitoring, rebalancing, and performance reporting. We implement strategies that match risk tolerance while minimizing operational costs from brokerage fees and fund expenses.
People
Aaron Hillman
Financial Advisor & Principal
Certified Financial Planner dedicated to empowering clients through personalized financial strategies that reduce stress and enhance quality of life.
Kaleen Anderson
Financial Advisor
CFP professional specializing in building collaborative client relationships that deliver confidence through well-crafted financial plans.
Amanda Sletmoe
Paraplanner
Financial systems expert guiding clients through complex planning processes for major life milestones and transitions.
Kate Peabody
Client Services Coordinator
Client advocate focused on providing support systems that enable confident navigation of financial planning processes.
Questions
What services does Skyline Financial offer?
We provide financial planning, wealth management, tax optimization, retirement planning, investment management, estate planning, and 401(k) solutions for individuals and businesses.
What does 'fiduciary' mean in financial advising?
As fiduciaries, we're legally required to prioritize client interests above all else, providing unbiased advice without commissions or third-party incentives.
How are Skyline's fees structured?
We use asset-based fees for wealth management (0.45%-0.90% annually) and project-based pricing for financial planning ($4,000-$10,000), with no hidden commissions.
What is the Base Camp planning process?
Our three-stage process includes personalized financial assessment, targeted planning sessions (4-10 meetings), and ongoing adjustments to create tailored financial strategies.
Do you work with employer retirement plans?
Yes, we help employers design 401(k) plans and educate employees on maximizing retirement savings through optimized contribution strategies.
How do you handle investment management?
We offer portfolio monitoring, rebalancing, distribution strategies, and performance reporting while maintaining low operational costs and avoiding unnecessary transactions.
