Chris and Walt

“As Walt and I approached retirement we realized that we were ill-prepared to cope with the unpredictability of our financial future. We had seen our investments disappear in Stock Market downturns like those of 1989 and 2000. We had seen our savings languish without meaningful growth for decades. We experienced “living poor” to pay taxes on the capital gains made by investment managers who were only interest in profits, not in retention of capital. We had neither the skill nor knowledge to safely invest for the future.
We met David Blain through a profile published in Money Magazine. He had an investment philosophy that matched our needs. We entered into a contact with his firm in 2008 and have never regretted a moment of our relationship. Almost immediately the housing bubble crashed the market. Because of David’s astute management we lost little of our capital and quickly gained it back. Over the years, David has focused on “not how much we made, but on how much we kept.” His management has allowed us to safely and securely enter our later retirement years.
His management team does not just focus on capital. They have guided us through the maze of estate planning. They have protected our interest by insuring correct and effective tax planning. They have fixed more that one of my financial missteps. They helped me with the resolution of my mother’s estate. They have always been there when I needed them. Christie Bonacci and her remarkable team have literally made dreams come true.
Because of our relationship with BlueSky, Walt and I can enjoy the later part or retirement. We have achieved our goals of financial security while maintaining our hobby horse farm and fulfilling a long-time dream of building a home on the Intercoastal Waterway. We will be able to leave meaningful bequests to family and to charity. We are grateful to the organization and the wonderful people who work hard to make our lives easy.”

Chris and Walt Shallcross