What

Financial planning, personalized


We are committed to customizing a financial plan to fit your lifestyle. Whether you are trying to accumulate wealth, protect yourself from the unexpected, or fulfil a promise to the ones you love most, a Skylight team member can help guide you through your options and assist in making your dreams a reality.

Why

You deserve a future you can look forward to


With the help of an experienced financial planner, you will be able to create and implement a financial strategy that will remedy your worries of college tuitions or retirement savings—allowing you to focus on college admissions, retirement celebrations, and everything else life has to offer.

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.