About

At Skylight Financial Group, we help small and midsized businesses strengthen their financial foundation and plan confidently for the future. Whether you're looking to attract and retain top talent with a competitive employee benefits package, protect your company from unforeseen risks, or design a retirement strategy for yourself and your team, we’re here to help. 

As a business advisory and financial planning firm, we specialize in qualified retirement plan design, executive compensation, risk management, and succession planning. We aim to help unlock your business’s full potential—so you can focus on what you do best.

At Skylight Financial Group, we help small and midsized businesses strengthen their financial foundation and plan confidently for the future. Whether you're looking to attract and retain top talent with a competitive employee benefits package, protect your company from unforeseen risks, or design a retirement strategy for yourself and your team, we’re here to help. 

As a business advisory and financial planning firm, we specialize in qualified retirement plan design, executive compensation, risk management, and succession planning. We aim to  help unlock your business’s full potential—so you can focus on what you do best.