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Personal Financial Planning

Make more than promises, make plans

We all have made promises, some spoken and some unspoken, to the people who are important to us. We know that nothing happens by accident but requires thinking and planning. Yet we put off to tomorrow the things we know we should do today. And then we put them off again. And again. We all share a common desire for financial security. We all want to be able to honor our promises to ourselves and the people that count on us. Promises are not enough. It’s the plan that counts.

 

Personal Financial Planning

Time for making plans?

Is personal finance something you worry about?  It’s never too late to start getting your personal finances under control and our team of experienced financial planners will listen to your concerns and help you get on track.

Through our personal approach to financial planning we will identify your goals and help you devise a customized strategy based on what’s important to you and your family. Based on your needs we will work with you to:

  • Review your current financial position
  • Ensure you have adequate protection
  • Advise on wealth management strategies
  • Prepare for your retirement years with a well-conceived retirement planning strategy
  • Help minimize tax consequences
  • Assess appropriate estate planning strategies

Contact us to make a personal financial plan and honor your promises

Contact Us

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Recent News

Meet Mike Connole Skylight’s Managing Partner

He’s a go-getter and talented linguist who likes subterranean beer drinking (read on...). Meet Mike Connole, Skylight’s Managing Partner and joint head, alongside Paul Fox, of our newly merged organization.

Dogs & Peanut Butter: A Blissful Combination By Local Photographer Greg Murray

Here we catch up with Greg to find out about the man behind this world-wide sensation and his art show opening in the Skylight Penthouse on July 11.

What it Means to Us to Support the Hattie Larlham Foundation

We hear from Skylight’s Jonathan Goldston and Michelle Arch who played a pivotal role in this year's Annual Sugar Bush Golf Classic to benefit Hattie Larlham