Skylight Financial Group knows no two people are alike. They champion individuality and personality. They listen and get to know you in an in-depth way so that they understand what truly matters most to you when it comes to your interests, goals, and aspirations.
For this reason, Century Federal has chosen to partner with Skylight Financial Group to offer members a trusted, local option for financial planning services.
Financial planning is a dynamic process to help you make well-informed decisions about how you allocate your money so that you can achieve your goals in life. Skylight’s comprehensive and personalized financial planning process will determine where you are now, where you want to be in the future, and provide strategies on how you are going to get there.
Skylight will use the six key areas of financial planning – financial position, adequate protection, wealth accumulation strategies, retirement planning, tax reduction strategies, and estate planning – to tailor a financial plan that fits your needs.
Your journey with Skylight will begin with your advisor identifying your financial objectives and explaining the financial planning process. From there, you and your advisor will work together to come up with a plan customized and ever-adapting to your needs.
Learn more by visiting the Skylight Financial Group website
or by calling 216-621-5680.