Blue Sky Financial Group
3478 Buskirk Ave., Suite1000
Pleasant Hill, CA 94523
P: (925) 719-9297
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
© 2019, Blue Sky Financial Group. All Rights Reserved.  Disclosure StatementPrivacy Policy. Firm ADV Part II
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For more information, or to request a consultation, please fill out the form below:

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Client Portal, Powered by Blueleaf

  • Consolidated account view across all banks and custodians

  • Net worth analysis

  • Portfolio holdings and performance review

  • Share files with Blue Sky Financial Group

  • Share information with family and other professionals 

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Financial Planning

  • Review current and recommended financial planning scenarios

  • Propose and consider 'what-if' scenarios

  • Financial planning calculators

AdvisorClient

  • TD Ameritrade specific account access

  • Statements

  • Account specific tax information

  • Trading