Basic Information
-
Company
Skylight Financial Group -
Phone
513-698-1339 -
Mobile phone
513-919-0672 -
Email
shorsley@financialguide.com -
What is your "why"? Why do you do what you do?
I enjoy helping people with their Financial Wellness. My Team and I enjoy meeting people and learning their stories. Everyone is unique and it is important to design a plan that is as individual as they are. -
About me
I am a Financial Planner with over 25 years of experience. Prior to Skylight, I have been an Independent Agent specializing in Protective and guaranteed solutions, as well as 20 years with Fidelity Investments in multiple roles. I have helped hundreds of families to plan confidently to acheive their goals. -
Title
Financial Planner -
Hobbies and interest
cycling, music, golf, and charitable causes. -
Unique Selling Proposition
I do not sell, I plan! Working together, WE determine the correct path to build a roadmap to get you where you want to be. I am a Fiduciary, so I have a requirement to do what is in the best interest of the client, which I take very seriously.
Contact Information
-
City / Town
Cincinnati -
State
Ohio -
Zip
45209 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/sahorsley
Education
-
College / University
University of Cincinnati -
Graduation Year
1995