Case Study: SKS Retirement Solutions gains confidence serving higher-net-worth retirees with Asset-Map

How Sharon Killion Reaches Clients with Complex Finances by Simplifying the Financial Picture

Sharon Killion of SKS Retirement Solutions, a financial advisor, faced the challenge of shifting her business to serve higher net-worth clients. She needed a tool to provide clear and comprehensive financial advice that would build confidence for both herself and her new clients, moving beyond the complex planning software she had previously struggled with. She turned to the Asset-Map platform for a solution.

Asset-Map provided an intuitive, visual planning tool that allowed Killion to simplify complex financial pictures into single-page plans. Using Asset-Map's features like the Target-Map and cash flow analysis, she could quickly show clients the concrete impact of their decisions, such as demonstrating when funds would be depleted based on retirement timing. This visual approach resulted in greater clarity for clients and gave Killion the confidence to successfully pursue her new market.

SKS Retirement Solutions

Sharon Killion

SKS Retirement Solutions