As we start 2024, we wanted to share some exciting news.
2023 was a successful year of growth for SKZ Wealth Management. We thank you for your continued trust in us, partnering with us, and allowing us to be where we are today. We appreciate and thank you for the opportunity to serve you as your financial advisor.
SKZ’s growth has allowed us to add additional resources for the purpose of helping to better serve you, our clients. We are excited to announce we have recently partnered with two different technology companies, Holistiplan and RightCapital. Complimentary to our clients, these software systems provide valuable information that will create more opportunities and help you reach your financial goals.
By simply providing us with your most recent tax return, using Holistiplan we will produce valuable analysis and insights. You’ll receive an informative report you can share with your CPA to help improve your tax planning for this and each year going forward. With tax season upon us, we believe this tool will be a valuable resource.
RightCapital is a financial planning software. One of the main reasons we partnered with RightCapital is the user experience for the client. You will be able to input data, link accounts if you choose, and be able to view your plan updated daily. After an extensive search into the most reputable planning software platforms, we found RightCapital was the best combinations of being both user friendly and extremely comprehensive.
We are confident that you will find these additional resources exciting and valuable. Attached you will see more information regarding both Holistiplan and RightCapital. Please feel free to reach out for more information and how to take advantage of these tools.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.