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wealth-advisory

95 / 100 · Low risk

Fine to try.

By FDU-INS/Insurance-Skills (GitHub) · productivity · 82 stars · scanned at commit b22eca2

Wealth management and financial planning for HNW and UHNW clients. Activate when the user mentions wealth management, financial planning, retirement, estate planning, tax planning, GRAT, IDGT, trust, asset allocation, withdrawal rate, Monte Carlo simulation, goals-based investing, tax-loss harvesting, Roth conversion, insurance, annuity, mortgage strategy, concentrated stock, family office, direct indexing, 529 plan, charitable giving, donor-advised fund, private foundation, or asks about perso…

Works with any agent that supports SKILL.md skills.

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What this skill can do

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'wealth-advisory' ] || [ -L ~/.agents/skills/'wealth-advisory' ]; then echo 'A skill folder named wealth-advisory already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/FDU-INS/Insurance-Skills' "$d" && git -C "$d" checkout --quiet 'b22eca2e974f918ce591c5b2bd829fb7510e0191' -- 'Skills/wealth-advisory' && mkdir -p ~/.agents/skills && cp -R "$d"/'Skills/wealth-advisory' ~/.agents/skills/'wealth-advisory' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'wealth-advisory' ~/.claude/skills/'wealth-advisory' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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