History
Our clients have access to a dedicated, respectful and fully-licensed team of individuals with over 40-plus years of combined experience. Typically, representatives and advisors have one or two staff members who are licensed. The advantage of Team Sklar lies in the service we provide to you; each member our team is qualified and prepared to handle your questions, trades or any additional financial services you may require. Each member of Team Sklar has extensive personal and professional experience. We are dedicated to developing lasting relationships with all our clients. We believe in helping you attain your financial goals and encourage your participation in the complete management plan of your financial future. This personalized program that we can provide is a clear and easy to understand roadmap towards a more secure financial future. You can trust that there is always a member of Team Sklar & Associates, ready and available to respond to any client's request or need. We me
Specialties
Ron Sklar & Associates is an independent fee based financial advisor. We are an office that specializes in active investment management and comprehensive financial strategies including estate, tax, and retirement planning. Our office has over 40 years of combined experience working with clients to develop long-term retirement plans, specializing in addressing the needs of individuals who work in medicine or higher education. We also have the expertise of a fully licensed staff. We are independent and fee based. This independence means we think differently. We always strive to select and choose the best and most suitable solutions from a variety of strategies for our clients based on our conversations and assessment of their future objectives. We formulate appropriate actions based on the right knowledge of our clients' situation, research on market conditions, and reflection on strategy. We have developed partnerships with top level research and investment managers. We are fiduciaries to our clients and thus, put purpose and our clients before self. We do not sell on commission or have the pressure of recommending certain products. We sit on the same side of the table as our clients. We are motivated by broader goals. Besides making money, we also try to help save you money by providing a comprehensive approach to investment, tax, insurance, & legal strategies.