Investment Strategy, Consultation and Management
Start planning for your future, now.
We can help plan what comes next.
Our BlueSafe independent investment and financial advisors will take time to understand your life goals so that your financial goals can properly align.
BlueSafe provides a personal, individualized consultation service that accommodates all levels of investment experience. Whether this is your first time dealing with investments and financial planning or you have a more sophisticated understanding of the market, our advisors will handle your account based on your risk tolerance, level of experience and overall financial strategy.
Many clients face fear and uncertainty in regards to what is best for their family as they look ahead to college tuition, big purchases (such as property) and retirement. Before doing anything, our advisors will sit down with you in an initial consultation and follow-up meeting to fully understand your current situation and provide a strategy moving forward.
We are available to both individuals and businesses for strategy and consultation services. We take the time to develop a personal level of understanding and set goals for both short-term and long-term objectives.
This may include:
- Income planning
- Investment plans
- Portfolio design and strategy
- Financial goal-setting
Are you ready to have a conversation about your finances?
Our initial consultation is confidential and obligation free. It is a 60- to 90-minute meeting that gives us a chance to review your current financial situation, set both short-term and long-term goals, and discuss how BlueSafe Financial can help you. Appointments can be set up by phone, email or walk-ins are also accepted.
We will discuss:
- Current bank statements
- Income and budget
- Spending habits
- Mortgage, loans and credit cards
- Current investments and portfolio
- Financial goals moving forward
Ready to get started but don’t know where to begin?
BlueSafe Financial provides financial strategy and consultation services to both individuals and businesses. After an initial meeting with one of our advisors, you will have the option to become a client or request an investment plan.
Investment plans are available for a one-time fee and are customized to reflect your short and long-term financial goals, take current income spending and established debt into consideration, and make suggestions for creating an effective portfolio to address those needs. We have experience in working with clients with $10,000 to millions in assets and will tailor your portfolio based on the following:
- Stage of life
- Risk tolerance
- Current financial situation
- Financial goals both long term and short term.