Above the Clouds

BOUTIQUE
Financial Planning

Helping you plan for the future and navigate financial turbulence

 

 

PLANNING
AREAS

RETIREMENT 

 

Including IRA, ROTH IRA, 401K, 403B, 457B

Mutual Funds, Annuities. advanced solutions all tailored to our clients needs.

BUSINESS PLANNING

 

Buy sell agreements, Business Over head Expenses, Disability Insurance, Group retirement plans, group health Insurance, all insurance needs.

ESTATE AND TAX

 

We work with our clients CPA to find and provide advanced solutions for Estate and tax specific situations.

LIFE INSRURANCE

 

Advanced uses for life insurance policies, Mortgage protection, cash value strategies, living benefits life insurance.

EDUCATION

Providing advice for parents planning for their kids future, Education saving plans, 529 plans.

HEALTH INSURANCE

 

Individual and Group Health plans, International Health insurance and travel Health Insurance.

 
Above the Clouds
Above the Clouds

Founders

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Martin David Lon

Tel: 786-797-0702

martinlon@@blueskyfinancialplan.com

Martin is a psychologist specialized in finance and economics, Six sigma Blackbelt. has been in the financial industry since 2007, has qualified for leaders and Million Dollar Round table. He is also an Aerobatic Pilot and holds a Ninjutsu 6th degree blackbelt. 

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Alberto Fernandez

Alberto has been in the financial industry for over 10 years, has qualified multiple times for leaders conference and million dollar round table. he practices boxing and works out on a semi professional level.

 

OUR TEAM

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Giovany Madrid

PARTNER

Tel: 786-241-5738

info@mysite.com

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Francisco Sanchez-Biezma

PARTNER

Andreina Briceno

PARTNER

Tel: +507-6229-1885

a.briceno@alliance-cities.com

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Andres Orellana

PARTNER

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Gabriela Machado

PARTNER

Tel: 877-713-7940

gaby@sepiainsurance.com

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Arturo Sanchez

PARTNER

Tel: 786-803-0168

arturoasesor@hotmail.com

Jonatan M. Lon

PARTNER

Antonio Acevedo

PARTNER

Ramon Serrano

PARTNER

 
Above the Clouds

OUR ADDRESS

8249 NW 36th St. # 111 Miami, FL 33166​

Email: info@blueskyfinancialplan.com
Tel:  305-930-0070

For any general inquiries, please fill in the following contact form:

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CONTACT
Blue Sky Financial Planning

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