FINANCIAL SERVICES
FINANCIAL SERVICES
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SOURCES OF INCOME
A thorough assessment of all available income sources. By identifying and consolidating all income sources, we provide a clear picture of your financial standing, allowing for better budgeting and cash flow management throughout retirement.
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KNOW HEALTH CARE & MEDICAL COSTS
Understanding potential health care and medical expenses is crucial for accurate financial planning. We help you estimate future medical costs, including insurance premiums, out-of-pocket expenses, and long-term care.
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INVESTMENT STRATEGIES
Our investment strategies aim to help you grow your wealth sustainably, ensuring that you meet your financial goals and preserve your legacy for future generations. They are tailored to your personal risk tolerance.
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ESTATE PLANNING
Estate and legacy planning is about more than just creating a will. We work with you to develop a comprehensive plan that includes trusts, beneficiary designations, and strategies to minimize estate taxes. This step ensures that your assets are distributed according to your wishes.
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STRATEGIES TO REDUCE TAXES
Optimizing tax strategy involves proactive planning to reduce the tax burden on income, investments, and estate. By implementing these strategies, we help you preserve more of your wealth, enhance your financial security, and allow your assets to grow more efficiently.
FULL FINANCIAL PLANNING
SCOTT SEARLES
OWNER | FINANCIAL ADVISOR
Serving clients primarily in Ohio and Florida, Scott is the owner of Skybox Financial Group, where, as a knowledgeable and experienced professional, he helps clients plan for their financial future. His true passion lies in minimizing his clients’ overall lifetime tax liability and ensuring that their children receive a secure inheritance. Having previously worked with ultra-high net worth clients, Scott gained invaluable expertise that sets him apart from others in the field, and he now focuses on giving every client the ultimate experience at every level of wealth.
With a bachelor’s degree from Kent State University and having passed the Series 65 securities exam, Scott prides himself on staying current by participating in various groups and networks. However, what truly inspires Scott to do what he does is his parents’ struggle in retirement. Witnessing their hardships, he knew he wanted to make sure no one else went through the same thing. His dedication to helping people enjoy a secure and confident retirement drives him in everything he does.
Away from the office, you can find Scott coaching at Strongsville High School on the lacrosse field or cheering on his daughters, who all played college-level lacrosse. He’s been happily married to Krista for 25 years, and together they have four amazing daughters: Hanna, Molly, Lauren and Ellie. Their furry family members – three dogs named Bubbles, Ernie and Millie — also play an important role in their lives.
FULL FINANCIAL PLANNING
SCOTT SEARLES
OWNER | FINANCIAL ADVISOR
Serving clients primarily in Ohio and Florida, Scott is the owner of Skybox Financial Group, where, as a knowledgeable and experienced professional, he helps clients plan for their financial future. His true passion lies in minimizing his clients’ overall lifetime tax liability and ensuring that their children receive a secure inheritance. Having previously worked with ultra-high net worth clients, Scott gained invaluable expertise that sets him apart from others in the field, and he now focuses on giving every client the ultimate experience at every level of wealth.
With a bachelor’s degree from Kent State University and having passed the Series 65 securities exam, Scott prides himself on staying current by participating in various groups and networks. However, what truly inspires Scott to do what he does is his parents’ struggle in retirement. Witnessing their hardships, he knew he wanted to make sure no one else went through the same thing. His dedication to helping people enjoy a secure and confident retirement drives him in everything he does.
Away from the office, you can find Scott coaching at Strongsville High School on the lacrosse field or cheering on his daughters, who all played college-level lacrosse. He’s been happily married to Krista for 25 years, and together they have four amazing daughters: Hanna, Molly, Lauren and Ellie. Their furry family members – three dogs named Bubbles, Ernie and Millie — also play an important role in their lives.
