

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.


Founders

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.

Alberto Fernandez
Tel: 305-316-8488
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

Giovany Madrid
PARTNER
Tel: 786-241-5738
Francisco Sanchez-Biezma
PARTNER
Andreina Briceno
PARTNER
Tel: +507-6229-1885

Andres Orellana
PARTNER
Tel: 786-282-5580

Gabriela Machado
PARTNER
Tel: 877-713-7940

Arturo Sanchez
PARTNER
Tel: 786-803-0168
Jonatan M. Lon
PARTNER
Antonio Acevedo
PARTNER
Ramon Serrano
PARTNER

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