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.

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
1-2

Step 2: Design

  • Review discovery data
  • Review retirement plan
  • Share individualized financial information
  • Establish value and commitment to each other
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Step 3: Deploy

  • Discuss questions and feedback
  • Refine details of financial information
  • Finalize documentation
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Step 4: Delivery

  • Initiate retirement plan
  • Deliver family estate organizer

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

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.