Business Investment Solutions

Are you thinking long term for your business’ financial success?

BlueSafe Financial wants to help your business provide for your customers, clients and employees by being financially stable and planning for the future. We want to help businesses by not just being a broker who provides solutions, but by truly working with business owners and their employees so that we can facilitate a financial strategy that works for you. As a truly independent investment firm, we have the capability to provide unbiased options that meet your business objectives.

Investment Business Solutions include, but are not limited to, the following:

  • SEP and Simple IRA’s
  • 401(k) and 403(b)
  • Defined Benefit Plans
  • Defined Contribution Plans
  • 457 Plans

Why BlueSafe Financial? It’s simple.

Our goal is to exceed your expectations and create relationships between our advisors, business owners and employees. By providing personalized services dedicated to improving lives of employees, we are able to facilitate a healthy financial environment which increases employee morale, productivity and company loyalty.

BlueSafe Financial’s Business Investment Strategy

We want be a resource in financial education and available to answer employee investment questions to empower them and give them confidence in their financial decisions.

Some services we provide:

  • Host lunch-ins and quarterly updates with interactive learning experiences
  • Provide annual, no-cost reviews for each employee and his or her spouse
  • Assist families with budgeting and portfolio building
  • Maintain a local presence so your employees will always have a face-to-face resource


We love to work with small businesses.


The SIMPLE Plan is a great option for small businesses with 0-100 employees. These accounts are popular in saving for retirement because they offer tax-free or tax-deferred growth and can be paired with employer contributions. We work with businesses of any size, and employees will have access to all the same investment tools, smartphone apps, and online resources we provide to our investors.

IRA options can include:


Defined Contribution Plans

Help your employees plan for retirement.


These contribution plans include both the employer and employee making contributions to an account, most commonly for retirement. There are many options available that can be tailored to best fit your company’s needs and employee goals.

Defined Contribution Plans  can include:

  • Profit Sharing
  • Stock Bonus
  • Money Purchase
  • Combination Plans
  • Thrift Savings
  • Employee Stock Option Plans
  • Target Benefit
  • Cash Benefit

Defined Benefit Plans

Design a plan that will generate a lifetime of income.


Provide retirement security for your employees with the option of building a defined benefit plan to pay employees upon retirement. This is a fixed, pre-determined benefit plan that is built upon by employer contributions.

Defined Benefit Plan options can include:

  • Pensions
  • Annuities

457 Plans
457 Plans

Defer compensation in this retirement plan.


This is a retirement plan option for United States government employees (local, state and federal), but may also be an option for some non-governmental operations as an additional retirement option. These plans operate similarly to 401(k) or 403(b) plans, offering a pre-tax deferred compensation. Contact a BlueSafe advisor to discuss this plan option and if your business qualifies.


Feel educated and informed about your financial future.


Contact Us