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|About||Professional Financial Services|
|Mission||At Sky Peak Financial, we help improve the lives of our clients by sharing our financial knowledge and lifetime experience in a practical way. The world has changed. Your financial strategy must evolve to stay relevant in these changing times. And it can! When was the last time you examined all of the pieces? You see, fragmented planning often leads to unintended consequences. Our primary goal is for you to know what you are doing and why, what tools you employ and their specific purpose. We are your accountability partner and your objective sounding board as the challenges and victories of life throw you tough decisions. A great strategy is first about understanding where you sit today and what your trajectory is on the path to your goals. Once this truth is revealed, we will make specific suggestions to help you enhance your confidence as you move forward. We invite you to spend a little time with us.|
Jeremy Lindquist, CEO of Sky Peak Financial, began his financial services career in 1998 as an Agent and Registered Representative of New York Life Insurance Company. He spent two years as a Stock Broker at Fidelity Investments. In the eleven years that followed, Jeremy built and grew a substantial mortgage lending company while developing real estate and building his own life insurance and securities portfolio. With his broad knowledge of the money side and the real estate side of the financial services industry, Jeremy brings a fairly unique perspective to this market. As the current marketplace has become so fraught with volatility and uncertainty, he has embraced wealth building strategies that recognize the universal need for income, liquidity, dignity and legacy.
He is a registered representative of and offer securities through MML Investors Services,LLC , member SIPC (www.sipc.org). Supervisory address: 43 Constitution Dr., Suite 201, Bedford, NH 03110, 603-471-4300.
He is licensed to sell insurance in: AZ, FL, GA, MA, ME, NH, NJ and Vt and securities in: AZ, FL, GA, MA, ME, NJ, Vt and WA.
Specialties: Business planning, pre-retirement planning, retirement planning and estate planning using life insurance, annuities, mutual funds while seeking to maximize returns and minimize the risk of erosion caused by taxes and market risk.
Have you ever asked yourself, “How am I doing so far?”
We will help you to identify your financial trajectory and identify your priorities while creating a cohesive financial picture where all the pieces work together for you! We suggest relevant use of:
Long Term Care Insurance
Business Succession Planning
Key Employee Insurance
Business Overhead Coverage
Group Retirement/Group Life/Group DI/Group Health/Group Accident