What
We understand the difference
When your family members have special needs, you face a unique set of challenges. At Skylight, our team of experienced special care planners can help you understand the financial resources that are available and develop a holistic plan for those that depend on you the most.
Why
A sense of confidence
Ensuring that your loved ones are protected from the unexpected is essential part of being a family. With a comprehensive financial plan in place, a Skylight team member can help you set up a special needs trust, implement personalized retirement strategies, and offer advice on community services and assistance programs.
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.