You can contact us by e-mail, phone, text or mail

Send us an email @ eric@skybluewealth.com

We attempt to be accessible by phone to hear it in person
860-368-0827

Lots are in the habit of quick text notice and confirmation
860-368-0827

We still get snail mail
703 Hebron Ave, 2nd Floor
Glastonbury, CT 06033

For convenience schedule a time on our calendar

Are We a Fit?

We specialize in working with pre- and recent retirees who want coordinated guidance across taxes, retirement planning, and investment management. This brief questionnaire helps you determine whether our approach aligns with what you’re looking for.

If we believe there’s a strong fit, we’ll reach out to schedule a discovery meeting.

What kind of advisor relationship are you looking for?

A long-term planning relationship with proactive guidance, ongoing coordination across taxes, retirement decisions and investments

Periodic check-ins around major transitions

A one-time plan or second opinion

I'm not sure yet

When making financial decisions, what matters most to you?

Coordinating tax, investment, and retirement decisions across my full financial picture

Ensuring my strategy adapts as markets, taxes, and life evolve

Primarily confirm decisions I've already made

Minimizing cost and handling most decisions myself

Which best describes your financial priorities right now?

Optimizing taxes and cash flow across multiple accounts and income sources

Coordinating retirement income with Social Security, investments, and tax strategy

Growing investments for long-term goals

Saving and building a financial foundation

Which areas are most relevant to your planning today? (Select all that apply)

Retirement income and distribution planning

Tax strategy (Roth conversions, capital gains, income timing)

Investment management aligned with tax and cash flow strategy

Estate planning coordination with attorneys

Business or equity compensation planning

I’m mainly looking for investment advice only

First name

Last name

Email

Phone

Anything else we should know?

Our spot on the map in Glastonbury, Connecticut