We can help you regain control of your financial future.
Click HERE to book a phone meeting ASAP!
We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!
Worried that your financial strategy is
Missing Something?
Worried that your financial strategy is
Missing Something?Smart. Safe. Simple.
A skilled pilot has the same goal as a skilled financial advisor: ensuring you reach your desired destination safely and on time. The trained team at Blue Sky Financial Partners is here to help you navigate the path ahead.
Smart. Safe. Simple.
A skilled pilot has the same goal as a skilled financial advisor: ensuring you reach your desired destination safely and on time. The trained team at Blue Sky Financial Partners is here to help you navigate the path ahead.
Retirement Flight Plan Process
Our mission is to provide a financial plan to help you navigate safely through retirement with clarity, confidence and capability.
Step 1:
Discovery
Get to know you
Discuss any specific needs and concerns
Review current accounts
Identify goals and next steps
Step 2:
Design
Review discovery data
Review retirement plan
Share individualized financial information
Establish value and commitment to each other
Step 3:
Deploy
Discuss questions and feedback
Refine details of financial information
Finalize documentation
Establish value and commitment to each other
Step 4:
Delivery
Initiate retirement plan
Deliver family estate organizer
Deliver family estate organizer
Retirement Flight Plan Process
Our mission is to provide a financial plan to help you navigate safely
through retirement with clarity, confidence and capability.
Step 1:
Discovery
Step 2:
Design
Step 3:
Deploy
Step 4:
Delivery
Get to know you
Review discovery data
Discuss questions and feedback
Initiate retirement plan
Discuss any specific needs and concerns
Review retirement plan
Refine details of financial information
Deliver family estate organizer
Review current accounts
Share individualized financial information
Finalize documentation
Deliver family estate organizer
Identify goals and next steps
Establish value and commitment to each other
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Help protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Help protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
We can also refer you to professionals
who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
We can also refer you to professionals
who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
Or give us a call at 219.548.9370
Contact Us
Phone: 219.548.9370
Fax: 219.548.9375
[email protected]
Our Location
2400 Cumberland Drive, Suite A
Valparaiso, IN 46383
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