Living for the present, charting a plan for the future
What are you waiting for?
get started with our process
Skolnik Financial Group was built on the core values of trust, knowledge, and integrity. They are well-equipped to guide you through your golden years with the security you deserve!
Protect & Preserve
We will always start off by protecting all of your existing wealth. We recognize the hard work and dedication that went into your financial situation; preserving it is our top priority.
Maximize & Multiply
After we have put a plan in place to protect and preserve your pre-existing wealth, we can strategize how we will grow it. We will explain all of your options and recommend what we believe will work best for you.
Simplify & Consolidate
Once every option has been considered for maximizing your wealth, we can choose what we want to implement together. Our hope is that your plan will be as simple to follow as possible!
Administer & Disperse
Eventually, there will come a time in the process when we will need to hand down your assets. Our plan will include the proper steps to ensure this can happen efficiently once you pass.