Skillen Financial Strategies, Inc.
Investment and Retirement Services
Your role is to plan and prosper. My responsibility is to deliver prudent, strategic solutions to help grow and safeguard your financial future.
Our work impacts your time, money, and resources—so every recommendation must be prudent and goal-focused. Most strategies involve a combination of personal investment accounts and employer-sponsored plans such as 401(k)s.
Whether addressing personal or workplace investments or benefits for your business we follow a clear, proven process.
Employer Sponsored Retirement Plans
Every business and employee is unique—but our commitment remains the same: delivering high-quality, tailored retirement plans that:
Operates under a customized Investment Policy Statement
Feature modern, efficient plan design
Maintain low fees
Are regularly benchmarked
Help reduce fiduciary liability for plan sponsors
Aim for full participant engagement and enrollment
Plan Types:
401(k) • SEP IRA • SIMPLE IRA • Profit Sharing • Cash Balance • Solo 401(k)
Investment & Financial Services
Achieving life goals—whether short-term or generational—requires planning, resources, and perspective. As fiduciaries, we help you define your goals, refine your strategy, and chart a clear, objective path forward—without judgment of the past.
Whatever your objective, we offer investment and planning solutions designed to move you ahead with clarity and confidence.
Accounts & Services
We offer a broad range of investment accounts and planning solutions, including:
IRAs (Traditional, Roth, Rollover, Education)
529 College Savings Plans
Mutual Funds & Annuities (Fixed & Variable)
Brokerage & Non-Qualified Accounts
Comprehensive Financial Planning
Income & Charitable Giving Strategies
Third-Party Managed Investment Programs
Ready to take the next step? Let's build a plan that aligns with your goals—today and for the future.