You can’t just retire at 62 and suddenly be happy. It takes a thoughtful plan. And an advocate. Someone committed to helping you live your values.
That’s what we do.
We take into account not just your financial resources, but also your plans and dreams. We do this with no formulas, expectations or pre-conceived ideas. The only thing that matters to us is that you live as closely as possible to the way you really want to live.
And we have the skills to help you do it.
We don’t think of this as wealth management — we think of it as life management.
If taking care of your family, reaching your financial goals, and being a good steward of your money is important to you, contact us today to start the complimentary discovery process!
Clear Sky Financial is the inspiration of the three partners. We and our entire team are on a mission to add a deeply personal dimension to this business. We want to truly champion your personal vision — and open up new possibilities for your life.
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My wife and I are executives at large tech companies. We have 2 kids, a house and are becoming very aware of our current financial situation and where we want to be in 20, 30 and 50 years down the road.
We have relied on our own savings strategies with our large incomes with investment and retirement accounts to feel comfortable and confident in our lifestyle, but we felt there must be more we could do to reach our goals.
That’s when we were introduced to the guys over at Clear Sky Financial by a colleague at work. After partnering with CSF, we were able to see how much we were missing and streamline our accounts. They made use of all the benefits our employers offered and we reevaluated our insurance coverages and got new accounts that matched our goals and timelines better than before.
Utilizing CSF as a guide allowed us to reach our goals and manage our wealth more efficiently.
Dan and I were so excited for retirement and enjoying all the fruits of our labors. But 6 months in we were struggling to make it each month. We decided we needed help if we didn’t want to go back to work.
We met with the advisors at Clear Sky Financial and they evaluated our situation. They came up with a plan of action to decrease our monthly expenses while increasing what we were bringing in every month by repositioning assets and debt. All of this was based on what we told them our goals were for retirement.
Now we are enjoying our life and not concerned about watching every penny. After going through this process, we realized we could have never done this on our own, we needed the expert advice that we received from the advisors at Clear Sky to make sure we are getting the most of our financial situation and options available to us.
We are secure in our golden years while maintaining the lifestyle we have always dreamed about.
When we met with the advisors at Clear Sky Financial, our main concern was our expected estate costs. After evaluating our estate, we figured out our kids would get less than half of their inheritance through estate costs and taxes with our current plan.
We wanted our children to receive as much as they could from all the years of our working and saving. When we met with the advisors at CSF, we let them know that our goal was to maximize the amount of our assets to pass to our children and we also were interested in leaving a large portion to our favorite charity.
After evaluating our situation, the advisors created a plan using estate planning tools that helped lower estate cost and ensured the majority of our assets went to the children while also supporting our charity that will hopefully help thousands of people.
We never even knew about these strategies and would have lost so much money that now will benefit our children and grandchildren’s futures and hopefully will help people who need it the most.