Succession Planning
Estate planning, charitable gifting, and estate equalization strategie
SKA Financial Group
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About SKA Financial Group
Financial advising and insurance planning are core services offered by SKA Financial Group. Based in Fresno, the firm serves the Central Valley and beyond with strategies for individuals, families, and businesses. Its services include succession planning with estate planning, charitable gifting, and estate equalization for ultra and high net-worth individuals. Business strategies cover exit and succession planning, ESOPs, CICs, deferred compensation, and key-man insurance planning. The firm also provides business retirement plans, including 401(k), 403(b), and 457(f) plans. Insurance services include life insurance, annuity, and long-term care planning. Group life and health insurance are available for businesses, along with property and casualty coverage through James G Parker.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Business Strategies
Exit planning, ESOPs, deferred compensation, and key-man insurance.
Business Retirement Plans
401(k), 403(b), and 457(f) plans for business employees.
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