The 5-Year Window Before Retirement: Where Small Decisions Can Have a Big Impact By Scott Searles | May 15th, 2026 There’s a common assumption that retirement planning is about [...]
Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing By Scott Searles | May 8th, 2026 The Wrong Question Most Retirees Are Asking When markets [...]
Did You Rush Your Estate Plan? What the TCJA Extension Means for High-Net-Worth Families by Scott Searles | May 1st, 2026 When the Deadline Disappears, So Does the Pressure—Or [...]
Private Equity Payouts: How to Avoid a Surprise Tax Bill By Scott Searles A private equity payout often represents years of work coming together. It also tends to introduce [...]
What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles | April 3rd, 2026 Most tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]
Roth Conversions in a Volatile Market: Opportunity or Risk? By Scott Searles | April 10th, 2026 Market declines tend to trigger two reactions: concern and hesitation. Less commonly, they [...]
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever By Scott Searles | March 27th, 2026 Market volatility has a way of getting everyone’s attention—usually at [...]
Retirement Preparedness in 2026: Planning for Longer Lives, Rising Healthcare Costs, and Income Volatility Retirement used to be a 10–15 year chapter. For many families today, it may last [...]
Supreme Court Tariff Ruling: Key Takeaways for Investors by Scott Searles | March 13th, 2026 After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent [...]
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy by Scott Searles | March 6th, 2026 Each year, the IRS adjusts retirement plan contribution limits [...]
Corporate Office Information
Phone. 440-238-6983
Toll Free 888-742-0111
7261 Engle Rd, Suite 202
Middleburg Hts., OH 44130
Download our
ADV Firm Brochure & Privacy Policy
Corporate Office Information
Phone. 440-238-6983
Toll Free 888-742-0111
7261 Engle Rd, Suite 202
Middleburg Hts., OH 44130
Download our
ADV Firm Brochure & Privacy Policy
Skybox Financial Group is a registered investment adviser located in Middleburg Heights, Ohio. Skybox Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Skybox Financial Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication Skybox Financial Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Skybox Financial Group solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Skybox Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Skybox Financial Group, please contact the state securities regulators for those states in which Skybox Financial Group maintains a registration filing. A copy of Skybox Financial Group’s current written disclosure statement discussing Skybox Financial Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Skybox Financial Group upon written request. Skybox Financial Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Skybox Financial Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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