About Us |
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Toby Skinner | Wealth Preservation Specialist
► Graduate of Oregon State University
► Served four years in the U.S. Navy ► Graduate of the New York Institute of Finance. ► Author of "Successful Money Management", the first financial planning seminar in the U.S. ► Registered Investment Advisor with the Securities Exchange Commission, 1984 to 2012. Fee based on profits vs. account value. All clients avoided the stock market declines of 1987, 2001-2002, and 2007-2008. ► 1986 to 2008, published and edited The Advisor's Network, a national publication for Registered Investment Advisors. ► 2012 to present. I assist clients with the retirement challenges so they will never outlive their money, achieving good investment returns and importantly, avoiding all market declines. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Educational Events
We regularly host informative and educational workshops
throughout our community about retirement and income solutions.
We invite you to learn more at an upcoming event.
throughout our community about retirement and income solutions.
We invite you to learn more at an upcoming event.
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Nine Tips To Help Navigate
Your Social Security Decisions These eye-opening points could mean the difference
of thousands of dollars to you in retirement. 
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We Love To Meet New People!
Contact Us
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