Register for our upcoming webinar: “Navigating Turbulent Markets - with Special Guest Apollo D. Lupescu, PhD” (December 13, 2023 at 2pm ET) REGISTER TODAY!
Register for our upcoming webinar: “Navigating Turbulent Markets - with Special Guest Apollo D. Lupescu, PhD” (December 13, 2023 at 2pm ET) REGISTER TODAY!
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Meet Jim and Beth,
Disciplined Stewards

BlueSky simplifies your path to financial freedom…

Financial Concerns?

  • Paying too much in taxes.
  • Maintaining their current lifestyle in retirement. As a result, they save a lot now and will be nervous about spending their hard-earned money later.
  • Uncertain political/economic climate: Scared about what a change in administration or economic policies would mean for them in retirement

BlueSky Solutions

  • Proactive, multi-year tax planning and strategies.
  • Generating Passive Income for Retirement ("FIR" - Financial Independence Ratio; Real Estate Investing)
  • Distribution Planning (where your money comes from)
  • Cash Flow Planning (how and how much)
  • Investment Strategy & Asset Allocation ("SAFER Portfolios by BlueSky")
  • Regular monitoring and adjustments to the plan

Client Service Concerns?

  • Current Advisor not providing the service you deserve and appreciate?
  • Too Much Noise: Hard to sort through multiple inputs and professional opinions
  • Uninformed Advice: Working with professionals who are "stale" in their advice and do not look towards the future

BlueSky Solutions

  • Process-oriented, proactive outreach
  • One-stop-shop (tax + basic legal info + investments + buy/sell + RE, etc.)
  • Innovation, tech-forward, staying up to date, team discussions & best practices

Legacy Concerns?

  • Loss of Legacy: They're not willing to risk spending down their entire portfolio.
  • Legacy Planning: They want to leave a legacy and provide for their heirs and causes they care about, but don't know how. (Should we leave it to family and charity later, or gift while we're alive?)

BlueSky Solutions

  • Preserving and Growing Family Net Worth
  • Family education for Future Stewards
  • Help them determine how much they can spend and how.
  • Legacy Planning (BSWA Solution: Estate Guru and other tools)
  • Charitable Giving Strategy (BSWA Solution: Charitable planning tools)