Our Unique Process

Client Introductory Meeting


Client Data Gathering


eMoney Access


Comprehensive Financial
Planning Client


Needs Based Client


Wealth Management Solution Client


Personal Financial Planning


Business Financial Planning


Strategy Session


Strategy Session


Estate Planning w/ Attorney(If needed)




Presentation & Implementation


Annual Review

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Neither Sky Financial Group LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.