Life is about more than money

And so is the best retirement planning

What You Get

A beautiful blend of the technical and the meaningful.

Practical Benefits

You get advice, a plan, organization, and supportive accountability for every aspect of your financial life so you can make even better decisions about your money and achieve your financial goals.

Personal Benefits

You get a sense of security, peace, and freedom with confidence that you will continue to have enough money, time, energy, and focus for the people and experiences that matter most. Plus, you get the satisfaction of aligning your money and your values with your life.

Enhanced Quality of Life

Because your financial well-being is one of several interrelated components of your overall well-being, getting your financial house in order can have positive spill-over effects in other areas of your life, like your physical health, your relationships, your emotions, and your sense of purpose.

Services

Guiding you to financial freedom and your happiest life.

Retirement Planning

Be prepared for a great future, be comfortable with how much to save and how long your money will last.

Life Planning

Live with even more purpose and greater quality of life.

Tax Planning

Confidently manage your compensation and benefits. Pay less in taxes over the short and long-term.

Investment Management

Invest even more intelligently with an institutional-quality portfolio.

Estate Planning

Leave things in good order for your survivors and make sure your money and property go to the people/organizations you want.

Cash Management

Reduce relationship stress around money Reduce day-to-day financial stress and avoid debt.

Debt Management

Have a debt-elimination plan. Reduce the amount you pay in interest.

Life Transition Planning

Reduce the difficulty of big changes.

Education Planning

Support educational aspirations and avoid student loans.

Risk Management

Be prepared for emergencies and have the insurance you need for a good price.

Intentional wealth planning creates experiences that matter.

About Us:
We help people over 50 to continually enjoy and grow the good in their lives.

We do this through values-based, financial life planning, which includes retirement planning and wealth management.
We are flat-fee, fee-only fiduciaries who are committed to putting your interests first.

Our mission is...

To partner with and purposefully guide you to financial freedom and your happiest life.

The name “Azure Sky” is a symbol of that freedom and happiness.

Part of our vision for a better world is that our work together will result in so many precious, golden moments for you that are so in tune with your most important values that you will be excited and empowered to “pay it forward.”

Michael K. Babcock, CFP®, RLP®

CHIEF EXECUTIVE OFFICER
Certified Financial Planner™ Professional
Registered Life Planner®
MS in Personal Financial Planning

Personal Motto: Everyone is my neighbor
Personal Mission:To enjoy and grow the good in our lives.
Read Michael's Bio

Schedule time with Michael    

The Fiduciary Difference

Rest assured: we have a legal obligation to put your interests first. In a spirit of honesty, integrity, and service, we strive to minimize and disclose any conflicts of interest and manage them in your favor.

Read our fiduciary oath