About SKAFCO Financial | Independent Financial Planning Firm

About Us

Guiding You With Clarity, Care, And Connection

At SKAFCO Financial, financial planning is more than numbers on a page; it’s a relationship built on understanding what matters most to you and the future you want to make. Our independent financial planning firm is based in Dublin, OH, but we bring our big-picture, education-first approach to clients nationwide. Our team is multi-generational, relationship-driven, and dedicated to helping you build, protect, and enjoy your wealth with clarity and purpose.

See Your Entire Financial Life Working Together

We coordinate every part of your financial world into one cohesive strategy. This includes:

Retirement
Investments
Taxes
Income
Insurance
Business Planning
Legacy Goals

By understanding the full picture, we help simplify complexity and ensure each decision supports the life you want today and the future you envision.

Empowering You Through Clarity And Education

We believe informed clients make better decisions. That’s why we take time to explain strategies, answer questions, and offer ongoing guidance at your pace. Through workshops, planning conversations, and transparent communication, we help you feel supported and equipped to make decisions aligned with your values and goals.

Values That Guide How We Serve You

Our core values shape the way we listen, plan, and care for every client. They reflect our commitment to providing thoughtful guidance that aligns your wealth with the future you want to make.

Deliver Big-Picture Planning

We coordinate your entire financial life and design a strategy around the future you want to make—always with a keen eye on minimizing tax liabilities.

Empower Through Education

We consult and equip you with the knowledge and feedback you need to get the most from your assets and wealth.

Build Income Longevity

We translate today’s assets into clear insights about your future. This helps create a tax-efficient “longevity income” plan you can see now and adjust over time.

Lead With A Relationship Focus

We know your story, welcome your family, and always communicate proactively. When we lead with genuine love and care, it returns to us in trust.

Partner With A Team Invested In Your Future

We’re committed to helping you build, protect, and enjoy your wealth with clarity and confidence. Let’s build a plan to help you stay on track, so you can live the life you want today and tomorrow.

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Build A Longevity Income Plan You Can Rely On

One of our core strengths is helping clients understand how today’s assets translate into tomorrow’s retirement income. We create clear, tax-efficient longevity income strategies that show now how much income is sustainable throughout retirement and how that income can adapt as life and markets evolve. This helps reduce uncertainty around when you can retire and keeps you on track for the decades ahead.

Our Financial Partners

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Support For Every Stage

We help individuals, families, and business owners align their wealth with the future they want to make.

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See Your Plan Clearly

Our big-picture approach brings clarity to your goals so you can stay on track today and tomorrow. 

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Get In Touch

Reach out to start a conversation with a team committed to helping you enjoy today and retire with confidence.

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