What

Empower your greatest asset, your employees


Your workforce is counting on you to deliver the support and resources necessary to make the most of their careers. With the right financial planner behind you, you will be able to customize employee benefits packages, adhere to ERISA and EEOC regulations, support firm leadership, and implement company-wide financial education seminars.

Why

An educated team is a dedicated team


Financial worries among a workforce can lead to an increase in employee turnover and a decrease in firm performance. A Skylight planner can help mitigate these issues by giving employees a comprehensive understanding of their benefits, retirement plans, and overall financial strategy.

Get Started

A smart process & innovative solutions


Reach out

Submit a contact request and we will connect you with the right financial professional.

Schedule a meeting

You will sit down with a financial professional and have an in-depth discussion about your objectives.

Put a plan in place

Your financial professional will help by recommending and implementing strategies to support your goals. Our team can assist with:

  • Customizing employee benefits packages
  • Implementing employee financial strategies
  • Financial education programming for employees
  • Financial planning for executives and leadership
  • ERISA & EEOC compliance
  • Non-qualified executive benefits
  • Offering retirement plan fiduciary services
  • Voluntary employee benefits