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WELCOME TO SKYBLUE WEALTH ADVISORS

We provide tax-efficient retirement planning and investment management

We're a financial advisory firm that focuses on tax-efficient retirement planning

What we do

We provide tax planning, investment planning and ongoing retirement advice 

Why we're different

We proudly differentiate ourselves from typical financial advisors:

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We specialize in retirement planning

What are we solving for? Assets under administration may have driven profits, but aging clients now want to shift from investing to protecting assets with attention to liquidity, credit, liability management, long-term care, premature death protection, and longevity protection as the new benchmarks, not the S&P

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We do tax planning

Most advisors aren't willing or able to give tax advice. We incorporate careful tax minimization planning into all aspects of our services. We can also coordinate the preparation and filing of your tax returns through Powers Tax Preparation, a separate company under common ownership with SkyBlue Wealth Advisors

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We're independent

We're independent and a fee-only financial advisors.  Meaning we don't sell products for commission and don't receive any form of compensation from anyone other than you. Our fees are clear and fair

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A fiduciary financial advisor

We are fiduciaries-at-all-times, meaning we are always required to act in your best interest—unlike many advisors using brokerage, insurance, or bank products who can claim to be a fiduciary one moment and a commission-based salesperson the next.

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We understand Social Security

We have in-depth knowledge of how to maximize Social Security benefits, which are likely to be a critical part of the foundation of your retirement

We're credentialed

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Our founder and planner, Eric Powers, holds the CERTIFIED FINANCIAL PLANNER™ designation, is an ENROLLED AGENT authorized to practice before the IRS, and is a member of NAPFA, the leading professional association of fee-only advisors in the U.S., ensuring he and his firm only receive compensation directly from clients, without commissions or referral fees, even when assisting with products like annuities or life insurance

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We can work virtually

Although our physical presence is in Connecticut, we offer our full suite of services as virtual financial services, thanks to our use of best-in-class systems and software

Next steps

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