Erik Skar

Financial Services Representative

There is no try, only do

About

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A journey man by nature, Erik Skar has always been one to live life on the move. Growing up in a military household, Erik was born in the south, raised in Philadelphia and then went on to live in North field, MN, while working towards his degree in psychology from St. Olaf College. Erik’s big move came when he decided to pursue his graduate degree in Norway. While abroad, he worked as an event planner and eventually landed a spot on Norway’s version of the TV show Survivor, which was filmed in Malaysia. Returning to his roots,Erik always knew deep down that one day he would end up in the financial services industry; it was just a matter of when. His father transitioned to the financial services industry as an actuary after his service in the military which gave Erik a firsthand look of what the business entailed. The desire to make a difference in the lives of others was ultimately what led Erik to star this financial services practice. Now 20 years later, Erik works primarily with unions, individuals and business owners helping to provide solutions in the areas of life insurance, disability income insurance and annuities. He believes in the importance of providing stable solutions for his clients while building long standing relationships built on mutual trust and understanding. Erik’s philanthropy and charitable work as a past board president of Pioneer Valley Montessori School helped the school earn a MassMutual Community Service Award, which included a significant grant in Erik’s name in recognition of his contributions. When he’s not working and spending time with his family, Erik is an avid soccer fan who also lives, breathes and sleeps golf. He resides in Naples, FL.

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PRACTICE AREAS

• Life Insurance • Disability Income Insurance • AnnuityPlanning

Erik Skar is a registered representative of and offers securities through MML Investors Services LLC, Member SIPC (www.sipc.org).

Supervisory office: OFFICE

1000 Corporate DriveSuite 700

Ft. Lauderdale, FL 33334

CRN202809-9534620

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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

Life Insurance
Disability
Income Insurance
Long Term Care
Medical | Health | Dental

Retirement
Services

401(k)
403(b)
457(b)
IRAs
Roth IRA
Defined Benefit Plans

Investment Products Services

Annuities (Fixed & Variable)
Brokerage
Investments

Estate Planning

Tax Efficiency Strategies
Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

See If We’re The Right Fit

See Who We Help

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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Buy-sell protection
Key person coverage
Buy-out funding

Qualified Plans

401(k)
Simple/SEP IRAs
Defined Benefit Plans

Non-Qualified
Plans

Executive Bonus
Deferred Compensation
Split Dollar

Group Benefits*

Health Savings Account
Dental Insurance
Vision Insurance
Life Insurance
Long Term Care
Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform