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At Skybox Financial Group, helping you achieve your vision for retirement is our number one goal. We work closely with you out to assess your individual retirement strategy, and help provide strategies tailored to your needs.
The 100% Write-Off Is Back. Should Business Owners Rush to Buy Equipment Before Year-End? By Scott Searles | October 23rd, 2026 Business owners have another potentially powerful year-end tax-planning [...]
Giving to Charity in 2026? The Tax Rules Changed—Here’s What Retirees Should Know Before Year-End By Scott Searles | October 16th, 2026 For many retirees, charitable giving isn’t simply [...]
AI Can Answer Financial Questions. But Should It Build Your Financial Plan? By Scott Searles | October 2, 2026 Artificial intelligence can do some remarkable things. It can explain [...]
The Estate Tax Cliff Disappeared. So Why Should Wealthy Families Keep Planning? By Scott Searles | Updated: September 25, 2026 For years, affluent families and their advisors were preparing [...]
Don’t Wait Until December: 5 Tax Decisions Retirees Should Review Before the End of 2026 By Scott Searles | September 11th, 2026 December gets most of the attention when [...]
The Best Financial Plans Usually Look Boring by Scott Searles | August 21st, 2026 Exciting stories get attention. A stock doubles. A startup becomes the next big thing. An [...]
Why August Is the Best Time to Start Year-End Financial Planning by Scott Searles | August 7th, 2026 As summer begins winding down, most people aren’t thinking about year-end [...]
Retiring Into Uncertainty: Why Flexibility May Be Your Greatest Financial Advantage by Scott Searles | July 17th, 2026 Many people delay retirement because they are waiting for “the right [...]
What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles | April 3rd, 2026 Many tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]
With National Financial Planning Month upon us, we’re sitting down with a seasoned financial planner, Scott Searles, to uncover the strategies and steps that go into building a personalized financial plan. From that first phone call to implementing a strategy that aligns with your goals, this discussion will offer valuable insights for anyone looking to understand what it looks like to go through the planning process with a real financial advisor.
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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