SkyBridge Financial Services LLC specializes in helping clients make the most of what they have worked for. Focusing on maximizing cash flow, consistent rates of return and preservation of capital are three basic components used in every retirement income plan. Shawn P. Brace, president of SkyBridge, has been working with individuals and businesses alike since 1999 and has grown his business to help his clients in all areas of their financial world.
We utilize a three-step process to run our business, starting with meeting prospective clients and determining if we can assist them with meeting their goals and forming a relationship for the long term. We then take a close look at their current retirement income goals and situations and craft a plan they believe in and can be confident in moving forward. Lastly, we implement the plan and check in with our clients quarterly to evaluate how it’s doing and discern if anything needs to be changed.
To help ensure we create reliable plans, we offer the following services:
Estate planning: wills and trusts.
Risk: insurance assessment.
Income planning: building consistent future income streams.
Wealth preservation: protecting what you have and making it work for you and your family.
Trading: managing investment portfolios and teaching others how to do the same.
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