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Living for the present, charting a plan for the future
about us
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.
skip skolnik
Senior Planner & Founder
Ronald “Skip” Skolnik has spent over 22 years working in the senior and financial services industry. Skip started his
work in senior services as a marketing professional with his advertising agency in Lorain County. After working with many firms that cater to the unique needs and demands of our aging society, he dedicated his career to helping seniors successfully and confidently transition into their golden years.
Skip has grown his business through referrals and community education events designed to help area seniors who are seeking solutions to their unique financial challenges. Skip is dedicated to developing lasting relationships with all of his clients. He believes education is the key to helping each person become confident in assessing his or her financial goals and participating in the financial management process. Skip has demonstrated the aptitude to implement complex financial plans and protection strategies to help his families have the peace of mind knowing “everything is taken care of.”
libby skolnik budweg
Financial Advisor & CFO
Elizabeth “Libby” Skolnik Budweg, Financial Advisor, specializes in helping individuals work towards pursuing their financial goals.
A graduate of The Ohio State University Max M. Fisher College of Business, Libby
holds a Bachelor of Science in Business Administration. Focusing on multifaceted estate plans, Libby holds a series 65 registration as well as insurance licenses, allowing her to help recently retired individuals implement a plan to offset, mitigate, or provide a path to navigate any financial roadblocks or unexpected problems they may encounter during their golden years.
