Ready to have a conversation?
Schedule an Initial Consultation
Don’t know what your insurance needs are?
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:
- Income and budget
- Spending habits
- Mortgage, loans and credit cards
- Current investments and portfolio
- Current insurance coverage and additional needs
Ready to get started but don’t know where to begin?
Based on information from our initial consultation, we will give recommendations and advice on potential insurance options. We will schedule a second appointment to discuss opportunities and determine what to do moving forward.
BlueSafe Financial provides insurance services to both individuals and businesses. We can work with you to establish an insurance plan that keeps your assets and family protected.
We work with 74 lines of insurance and an experienced team of advisors who can assist you in determining which plan works best to meet your needs.