Skylight Financial Group

An associate of SFG (Skylight Financial Group) is a professional entrepreneur who successfully builds a financial services practice through the acquisition of clients, and sells and services financial produces for the purpose of attaining their clients’ goals.

This is accomplished primarily through a fully integrated, dynamic and comprehensive process that includes:

• Identifying financial objectives and needs,
• Determining current financial profile,
• Evaluating financial profile and objectives,
• Developing financial strategy, and
• Reviewing and re-evaluating on a regular basis.

A network of strategic alliances, coupled with qualified in-house specialists supports both SFG professionals and their clients. They function as resource centers bringing prospective, vision and advice in areas such as:

• Life Insurance
• Annuities
• Disability Income
• Long Term Care Insurance
• Investments
• Education Funding
• Retirement Funding
• Estate Planning
• Benefits programs Business Owners, Their Executives and Staff
• Accounting Services
• Legal Issues
• Debt Management
• Property & Casualty Insurance

We are constantly searching for those interested in the opportunity outlined above. Skylight Financial Group provides weekly training and pay’s for licensing fees. Additionally, joint work is customary when a planner first begins, as nobody is expected to know everything on their first day, or even their first year.

If you would like to discuss the opportunity further with a current finaicial advisor please reach out to Lamar Ratcliffe. Lamar can be contacted at (216) 592-7347. To begin the application process please contact Sara Freeman at (216) 592-7304.