Holistic Financial Planning for Real Life—and Real Legacy.

We help families, retirees, and business owners move from financial uncertainty to lasting independence—with personalized strategies, expert guidance, and a team who knows your name.

What We Do

Big Enough to Meet Every Need. Small Enough to Know Your Name.

At Blue Skye Financial, we take a holistic approach to your financial life. That means we don’t just talk about products—we talk about purpose. Our planning covers everything that matters: income, protection, debt, retirement, taxes, business, and legacy.

Whether you’re building a family, preparing for retirement, or growing a company, we’re here to help you make confident financial decisions at every stage of life.

Families

Small Business

Women

Retirees

Team Discussion
  • Build a Stronger Future
  • Wealth on Your Terms
  • Retire with Confidence

Build a Stronger Future—for You and the Next Generation.

For Families

From college funding and tax-free retirement to debt elimination and estate planning, we help families take control of their financial story and start building generational wealth.

Financial Confidence. Legacy Power. Wealth on Your Terms.

For Women

We help women take control of their finances—whether building wealth, planning after divorce or loss, managing family transitions, or preparing for retirement. You deserve a financial plan that reflects your values, goals, and future.

Retire with Confidence, Clarity, and a Tax-Smart Plan.

For Retirees & Pre-Retirees

Social Security, Medicare, pensions, and retirement income strategies—our team helps you design a plan that protects your lifestyle, minimizes taxes, and preserves your legacy.

Turn Your Business into a Wealth-Building Machine.

For Small Businesses

We help business owners maximize profits, protect their teams, and plan for the future with expert strategies in tax reduction, employee benefits, succession planning, and exit readiness.

why blue skye?

Two Women Talking

Financial Planning, Done Differently.

✅ Custom strategies, never cookie-cutter plans

✅ Personal relationships with dedicated advisors

✅ Transparent, values-based guidance

At Blue Skye, we believe the American Dream isn’t broken—it’s just missing the right roadmap. That’s what we’re here to provide.

Full-service support from a holistic team
Tax-smart, legacy-focused, future-ready
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In Taxes Saved
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Customer Satisfaction

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Your full-service financial planning firm.

Rating 4.8 / 5.0 (3400 total reviews)

Let’s Build Your Plan Together.
Wherever you are in your financial journey, we’re ready to walk with you—step by step, strategy by strategy.

meet expert advisors.

Navigate your financial horizon with our professionals

Rebecca Irey
Rebecca Irey

Founder

Man on Phone
Jerry Lawrence

Chief Operations Officer

Man with Glasses and Beard
Daniel Huslin

Chief of Recruitment & Expansion

Zara
Zara Altair
Joshua Benakis
Joshua Benakis

need consultation? let’s talk. need consultation? let’s talk. need consultation? let’s talk.need consultation? let’s talk. need consultation? let’s talk. need consultation? let’s talk.

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Your information is secure and confidential. We never share your data without consent.

We’re Here to Help You Move Forward.

Whether you’re planning your legacy, scaling your business, or just need answers—reach out. Our team is ready to guide you.

reach out

Email:
hello@blueskyefinancial.com

Office Hours:
Monday–Friday, 9 AM–5 PM CST

Location:
Based in Texas – serving clients nationwide via virtual meetings

maximize

At Blue Skye, we believe in personal connection and powerful strategy. Our team isn’t just here to answer questions—we’re here to walk with you, every step of the way.