facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

BlueSky Planning

BlueSky Planning is our proprietary method of comprehensive financial planning.


We simplify, organize, and help make sense of all the complexities of your life, while helping uncover the life goals that matter most to you. Our areas of planning expertise include:


 

Tax Planning

Tax implications affect virtually every financial move you make, from saving for retirement to buying a house. Structuring your affairs in a tax-efficient manner is vital for wealth accumulation and preservation.

 

Equity Compensation

When reviewing your equity compensation plan, there are numerous factors to consider. From finding the right time to exercise your options, to systematically reducing your concentrated stock position, we will help decide the best strategy to reach your goals while keeping on track with your overall financial plan.

 

Retirement

The path to achieving financial independence is different for everyone. Whether you are looking for a traditional retirement plan or a more unconventional approach, our advisors can successfully help you reach your personal definition of financial independence.

 

Real Estate

BlueSky has highly skilled advisors with experience in many areas of real estate. Whether assessing a portfolio of investment properties, assisting in the purchase of a property, or evaluating the equity accumulated in your home, we can advise you on strategies to maximize the overall effectiveness of your plan.

 

Insurance

Protecting you and your family against unforeseen risks is a fundamental part of any financial plan. We methodically review your existing insurance, and if we discover gaps or inefficiencies in your coverage, we work with your agent or one of our preferred providers to make any necessary adjustments.

 

Estate Planning

Our advisors understand that creating and implementing an estate plan is critically important. We recognize that it's not just about wealth transfer, it's about minimizing the financial and emotional burden for those you leave behind. In conjunction with your attorney or one of our legal partners, we will help ensure that the legacy you envision becomes reality.

 

Cross-Border Needs

The world is increasingly becoming a global community as technology and other advancements allow us to shorten geographical distances. This allows for more opportunities—both professional and personal—for people to take up permanent or temporary residence in other countries. BlueSky’s team of advisors provides customized solutions for cross-border planning on topics that include taxation, estate planning, real estate, transition of assets, and portfolio management. So, whether you are a U.S. citizen living or working abroad, or an expat living or working in the U.S., BlueSky can meet your unique planning needs.