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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.