Identity is equal parts of what we do and what we don't do.
What we do
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Our advice always puts your family first.
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What good is an advisor if they aren’t around when you need advice?
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There are things we can’t do and that’s okay. We have a network of great people who are experts at doing what we can’t. Our clients will never be left to fend for themselves.
What we don’t do
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Most trading is free now. Don’t pay a jerk in a suit to buy things for you. Our fee is for our knowledge and advice, not our ability to move money around. We’ve never taken a commission and we don’t ever intend to.
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Not all insurance is bad. Some insurance is a very good thing. We can help you determine the correct amount and type but we don’t sell it. We work with experts who share our philosophy on insurance to make sure our clients are protected without being overcharged.
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Our fee is simple and clear. Click here to see what we mean.
Hey, how are ya?
I’m Alan Skillern and I’m a financial planner. I love helping people. I didn’t want anyone else deciding who or how I can help so I started my own firm. I’m a CFP® Professional which means I have an education in financial planning and I’m bound by a code of conduct to always put my clients first.
I live at Heritage Lake, IN with my amazing wife, Gwen and our slightly grumpy cat, Mike Tyson.
