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Financial Planning

Time. Blink and it’s gone. Can’t rush it or slow it down. We need more of it. It keeps moving and we keep chasing it.

Yet we need time to make financial plans. We all want to honor our promises to ourselves and the people that count on us. Make time to plan. Contact us today!

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Recent News

Skylight Honors Top Performers of 2017

Congratulations to our financial planners honored at this year's annual awards ceremony - find out here who came out on top.

Powering Up Hungry Kids

Continuing our fantastic culture of volunteering Broc Stradley, Noah Henson, and Kyle Van Balen pitched in to help kids in need

Skylight Attends Opening of Renovated Lakeside Lake, West Dayton

Skylight’s Rick Rudnicki and Kelsey Koren recently joined Dayton Mayor, volunteers and community leaders to celebrate the completion of the Lakeside Lake’s restoration