A MILE OF HIGHWAY TAKES YOU A MILE DOWN THE ROAD; A MILE OF RUNWAY CAN TAKE YOU ANYWHERE YOU WANT TO GO.
WHERE DO YOU WANT TO GO?
Retirement is a journey. And at Blue Sky Financial, we’re with you every step of the way. Our goal is to make your journey as enjoyable and fulfilling as possible while mitigating the many risks and pitfalls that exist in retirement. As retirement planning professionals, we help navigate you confidently through financial turbulence.
Risk mitigation starts with a solid retirement plan. With increased longevity and an uncertain economic environment, if you don’t have a retirement plan, you have a plan to fail. As a fiduciary, we put your best interests first and assist in developing a plan that considers every aspect of retirement. This includes helping develop an income stream you won’t outlive and leaving a tax-efficient legacy to your family and charitable causes.
Our firm provides results-based, advance planning. Utilizing comprehensive analysis tools, we stress-test your portfolio to identify any weak areas that may need adjusting and to confirm aspects of your portfolio that are strong. The goal of this process is to bring clarity and the confidence to achieve your retirement goals.
At Blue Sky Financial, we are an independent firm and give independent, unbiased advice. We take very seriously the responsibility of helping our clients achieve their desired retirement lifestyle and it is reflected in the prudent manner in which we invest the funds entrusted to us. Our expertise.
We value our relationships and take a personal approach with every client because each person’s financial fingerprint is unique. There is no greater fulfillment than to have helped an individual or family successfully navigate their entire financial journey through pre-retirement, retirement and legacy.
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Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Five phases to changing unhealthy behaviors.
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There’s a link between debt and stress.
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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
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