Question 1

Who does Skinner Wealth Strategies work with?

Accepted Answer

We specialize in people age 50 and older who have $1 million or more in investable assets and are moving from saving for retirement to spending in retirement. Most of our clients are successful savers — often described as the 'millionaire next door' — who want a plan that coordinates their investments, taxes, and income rather than treating them as separate problems.

Question 2

What makes your approach different from a typical investment advisor?

Accepted Answer

We link investment management, tax planning, and income distribution planning into one plan. Many advisors manage the portfolio and leave the tax consequences of withdrawals to your accountant. We plan the two together, because in retirement the order and timing of which accounts you draw from often affects your outcome as much as the investments themselves.

Question 3

Are you a fiduciary?

Accepted Answer

Yes. As fiduciaries and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, we are committed to putting your needs first whenever we provide financial advice, with transparent pricing and personalized guidance.

Question 4

Where are your offices and do you meet virtually?

Accepted Answer

We have offices in Milford and West Hartford, Connecticut, and we serve clients throughout the state. Meetings can happen in person at either office or virtually, whichever is easier for you.

Question 5

What happens on a first call?

Accepted Answer

The first conversation is a discovery call. We learn about your situation and what you're trying to accomplish, and we explain how we work. If it makes sense to go further, we schedule a second meeting and send you a list of the documents we'd need. There is no cost and no obligation.

Question 6

What is tax-efficient retirement income planning?

Accepted Answer

It's the practice of deciding which accounts to draw income from, and in what order, to reduce the total tax you pay over your retirement rather than in any single year. It typically involves coordinating taxable, tax-deferred, and Roth accounts, planning Roth conversions during lower-income years, managing your tax bracket, and watching thresholds that affect Medicare premiums and the taxation of Social Security.

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