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Green Fields

Financial Planning Designed Around You

WE ARE NOT JUST ADVISORS...
WE ARE AUTHORS TOO!

Already Retired?

Jim shares clear guidance on how to manage your money with confidence.

 

Not Yet Retired?

Cory breaks down where to start and how to prepare for what’s ahead.

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How We Support You

Retirement Planning

How much do I need to retire?

When can I retire?


Wealth Management
What is wealth management?  
 

Estate Planning

Who gets what when you're gone?

How will you be remembered?


Managing Your Life Events 
How will unspected events affect me financially? 

How do you plan for the unknown?

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BlueSky's Community

Our team is committed to giving back and volunteering within our community wherever and whenever possible. 

We participate in numerous community events and charitable events throughout the year. 

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What sets BlueSky Apart

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Real people who know you

We take time to know your goals, preferences and your life. 

Advice you can trust

Backed by diversified investing & client testimonials. 

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