Build Legacy Wealth While Protecting Your Assets.
Blue Skye Financial is dedicated to changing the financial trajectory of American Families from dependence on debt, credit cards, mortgages and social security to the INDEPENDENCE of generational wealth, no matter where they start from!
Our Expertise
We are a team of dedicated financial consultants, committed to helping individuals and businesses achieve their financial goals with personalized strategies and expert guidance.
We work for you...
not them
Tailored Solutions
Empowering Your Financial Journey
Retirement Planning
Optimize your investments for growth and long-term financial security. Our strategic approach ensures you stay on track to achieve your goals.
Debt Free Living
Eliminate debt including your mortgage in 50% less time while building wealth with our proprietary tools.
Income and Equity Protection
Protect your family and your assets. We never know when disaster will strike. Make sure you and your loved ones are protected.
Medicare Advocacy
Untangle the maze that is Medicare. Plan and move forward with confidence, knowing you'll maximize your coverage and benefits.
Testimonials
Frequently Asked Questions
Here are some of the most asked questions....and their answers!
What do you charge for creating a full financial plan?
Blue Skye Financial is a team of no-fee advisors.
We work with over 40 different companies providing solutions. They pay so you never do. We work for you - not them!
How can I reduce my tax liabilities while maximizing
savings?
A complete financial assessment can reveal strategies to maximize tax avoidance and redirecting toward savings.
How can I align my investments with my financial
goals?
We'll collaborate with you to determine where you want to go and then forge a path to get there.
How can get out of debt fast without sacrificing my savings?
Debt-Free Living plans are programs designed to help you build wealth and reduce debt simultaneously. They use a concept called "non-direct recognition loans," which gives you access to your savings for the purpose of debt elimination without impacting the balance or growth of your equity account. There are no credit check or consolidation loan requirements.
How can I plan for college for my kids without affecting their access to financial aid?
Blue Skye Financial can assist in constructing a savings plan that maximizes college funding without requiring the asset to be reported on your child's FAFSA form.
I'm turning 65. How can I prepare for Medicare and make sure I have the coverage and benefits I have now with my employer?
Comparing plans and navigating the Medicare system can be overwhelming. Working with a local advocate can make the process clear and easy.