Want a Better Way to Plan for Retirement?

You’ve worked hard to grow your wealth. We’ll work even harder to help you preserve it.

Proudly serving the Garden State and beyond.

Local Company,
Big Impact

“We’re not looking to be the biggest or most profitable. We want to be the most caring.”

Bill founded his own retirement planning firm with a clear vision: To help retirees and those nearing retirement in Monmouth and Ocean counties make the most of their golden years.

Why? Because we’re just like you. This is our home, and we take pride in caring for our family, neighbors and community. No matter your circumstances, we’re ready to provide the help and guidance you need so you can live the retirement lifestyle you deserve.

Bill Skillender and office photos
Family at a barbeque

Our Process

Take the First Step Today

Schedule a meeting where you’ll share your goals and dreams so we fully understand your vision for retirement.

READ MORE ABOUT Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

IRA Legacy
Planning

Tax-Efficient
Strategies

Wealth
Management

Retirement
Income Strategies

Asset Protection
Strategies

IRA/401(k)
Rollovers

Investments

Annuities

Complementary Chapter It’s Your Retirement.
How Will You Spend It?

You’ve spent years working hard, saving diligently and growing your assets — but are you truly ready for retirement? Do you have a solid financial plan to see you to and through retirement? Hint: Your savings is not a plan. It’s just the tool to help you live your best life. In his book, “New Jersey Retirement Roadmap,” Bill Skillender uses relatable stories and honest advice to answer your most pressing questions, including:

  • Is the 4% rule still accurate?

  • How bad can the stock market get?

  • Do I really need a financial advisor?

  • And more!

Download your free chapter now and take the first step toward taking control of your financial future.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

Mockup of New Jersey Retirement Roadmap book
Woman on the computer

Women & Retirement

While retirement planning is essential for everyone, women often face unique circumstances. For instance, women tend to live longer than men, meaning your retirement savings need to last longer. Additionally, many women experience an earnings gap due to a variety of factors, including taking time off to care for family. These interruptions can lead to lower overall savings and reduced Social Security benefits.

At William Skillender Wealth Management and Tax Advisory, we understand the importance of creating a personalized strategy that considers these aspects and aligns with your long-term financial goals.