What
A team of specialists to support and guide you
We understand your concerns and the unique circumstances facing LGBTQ individuals, couples, and families. While new doors continue to open regarding legal rights and benefits, are you concerned that you don't know how to best take advantage of these changes?
Why
Aware of the challenges, immersed in the community
For over 10 years now, Skylight has been a leader in supporting the LGBTQ community in Ohio. By participating in the Gay Games, forming relationships with many LGBTQ organizations, and staying at the forefront of what is going on in the community, we are informed specialists committed to offering you superior service.
Our Approach
A process designed with you in mind
Identify
We will identify your financial objectives and explain the financial planning process.
Determine
We will determine your current financial profile, present financial strategies and discuss options.
Evaluate
We will evaluate your financial profile and meet with specialists.
Deliver
You will be presented with a customized and personalized financial plan.
Review
We will conduct a post-plan delivery review and re-evaluate your plan on a regular basis.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
"Not only does our team deliver comprehensive financial solutions—we advocate for our clients, staying at the forefront of changing laws to help them build out their financial future.”
- Katy Bryan, financial planner