WELCOME TO
OUR COMMUNITY CONNECTION
PROGRAM

A simple way to connect us with your loved ones who are working

towards their financial goals and help our local community.

WANT TO HELP YOUR LOVED ONES TAKE STEPS
TOWARDS THEIR FINANCIAL AND RETIREMENT GOALS?

Well, now you can.

Who should I Refer?

The clients we work with share some similarities, they are people who are:

☁ In need of a second opinion on their finances

☁️ Retired or soon to be retired

☁️ Concerned about running out of money

☁️ Interested in tax-efficient strategies

☁️ Experiencing a life changing event, such as       marriage, divorce, retirement, or inheritance

How does the community connection program work?

Every time one of your referrals has an initial consultation with our team, Skybox Financial Group
will donate to one of our chosen local charities for the year.*

We believe in the power of community and supporting both our clients and local organizations in Northeast Ohio.

✓ You can introduce someone you care about to our team

✓ The person you referred has the opportunity to discuss their retirement strategy with our team

✓ We support local charitable organizations as part of our community initiatives.

✓ Several organizations get resources to assist more people in our community

HOW DO I REFER SOMEONE?

We want these experiences to be unforgettable, not uncomfortable.

We think of referrals as a way to grow our community and provide access to financial guidance.

There are several ways to refer someone:

READY TO CHAT?

*Skybox Financial Group may make a charitable donation in connection with a referral.

This creates a potential conflict of interest. The donation is not made to or for the benefit of the referring individual.

WELCOME TO
OUR COMMUNITY CONNECTION
PROGRAM

A simple way to connect us with your loved ones who are working

towards their financial goals and help our local community.

WANT TO HELP YOUR LOVED ONES TAKE STEPS
TOWARDS THEIR FINANCIAL AND RETIREMENT GOALS?

Well, now you can.

Who should I Refer?

The clients we work with
share some similarities,
they are people who are:

☁ In need of a second opinion on their finances

☁️ Retired or soon to be retired

☁️ Concerned about running out of money

☁️ Interested in tax-efficient strategies

☁️ Experiencing a life changing event, such as marriage, divorce, retirement, or inheritance

How does the community connection program work?

Every time one of your referrals has an initial consultation with our team, Skybox Financial Group

will donate to one of our chosen local charities for the year.*

We believe in the power of community and supporting both our clients and local organizations in Northeast Ohio.

✓ You can introduce someone you care about to our team

✓ The person you referred has the opportunity to discuss their retirement strategy with our team

✓ We support local charitable organizations as part of our community initiatives.

✓ Several organizations get resources to assist more people in our community

HOW DO I REFER SOMEONE?

We want these experiences to be unforgettable, not uncomfortable.

We think of referrals as a way to grow our community and provide access to financial guidance.

There are several ways to refer someone:

READY TO CHAT?

*Skybox Financial Group may make a charitable donation in connection with a referral.

This creates a potential conflict of interest. The donation is not made to or for the benefit of the referring individual.