At the Skylight Financial Group, we coordinate the activities of your trusted advisors (broker, attorney, accountant, etc.) while developing your financial strategies. Together, we address six key areas:
- Financial Position
- Adequate Protection
- Wealth Accumulation
- Tax Minimization Strategies
- Retirement Planning
- Estate Strategies
Bernard Garrah joined the financial services industry in 1996 and serves as an advanced planner with Skylight Financial Group. He is a Chartered Financial Consultant, a Chartered Life Underwriter, and he specializes in wealth creation, preservation and transference to the next generation.
Bernard's success in financial services includes Associate of the Year in 2002, 2003 and 2005, MassMutual Leader's Qualifier four times, MassMutual Blue Chip qualifier, and as a member of Skylight Financial Group's Advisory Group.
He also mentors new associates and does joint work with veteran agents. Currently serving on the Board of Directors of the Cleveland Society of Financial Service Professionals, Bernard will serve a 1-year term as President beginning June 2006. Bernard is also a member of the National Association of Insurance and Financial Advisors (NAIFA) Cleveland Chapter and the Estate Planning Council. Bernard has had articles published in Smart Business News, Crain's and The Cleveland Women's Journal, and he participated in "Ask the Expert" in The Plain Dealer's Business Section. He has spoken at other Massachusetts Mutual Life Insurance Company (MassMutual) Agency's around the country, Skylight Financial Group Agency meetings, and at NAIFACleveland meetings.