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 futureClick HERE to book a phone meeting ASAP!

Worried that your financial strategy is

Missing Something?
We're here to help you feel confident in your financial future.

Worried that your financial strategy is

Missing Something?
We’re here to help you feel confident in your financial future.
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

N

Get to know you

N

Discuss any specific needs and concerns

N

Review current accounts

N

Identify goals and next steps

Step 2:
Design

N

Review discovery data

N

Review retirement plan

N

Share individualized financial information

N

Establish value and commitment to each other

Step 3:
Deploy

N

Discuss questions and feedback

N

Refine details of financial information

N

Finalize documentation

N

Establish value and commitment to each other

Step 4:
Delivery

N

Initiate retirement plan

N

Deliver family estate organizer

N

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

N

Get to know you

N

Review discovery data

N

Discuss questions and feedback

N

Initiate retirement plan

N

Discuss any specific needs and concerns

N

Review retirement plan

N

Refine details of financial information

N

Deliver family estate organizer

N

Review current accounts

N

Share individualized financial information

N

Finalize documentation

N

Deliver family estate organizer

N

Identify goals and next steps

N

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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