Living for the present, charting a plan for the future

about us

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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!

Asset 4@300x

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.

Asset 1@300x

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.

Asset 2@300x

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!

Asset 3@300x

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
Amber wade
Director of Operations & Notary Public
sarah thompson
Event Coordinator
check out our events calendar
Our events are taking off soon! We have a variety of opportunities available to suit any need.
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