Insurance

Individual Solutions

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BlueSafe Financial partners with individuals and families to establish insurance plans so you can have peace of mind and feel secure in your future in the event the unexpected occurs.

Our clients’ insurance needs are diverse, and we work with you to put a plan in place that uniquely meets your needs. Whether you are a new family, looking ahead to retirement or are currently retired, BlueSafe assists in choosing an insurance plan that works best for your stage of life.

Business Solutions

BlueSafe Financial provides insurance options for small business owners and corporations to protect their business, finances and employees.

We can assist in new business planning, employee protection, liability protection and more. We know insurance can seem like an unnecessary added expense, especially for new business owners; however it is a vital piece of building and maintaining a healthy business to best protect themselves, their business and employees from the unexpected.

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

Insurance Plans

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.

Let’s discuss your insurance needs.

 

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