How do I get started?
Schedule an Initial Consultation
Don’t know what comes next?
Our first step is to simply meet and discuss your current financial situation, upcoming financial needs and future goals. Appointments can be set up by phone, email and 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
Establish a Plan
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.
Client Options with BlueSafe:
- Purchase an investment plan. Investment plans are available for a one-time fee and are available as an individualized portfolio plan that allows you to take our suggestions and control your own financial assets and investments.
- Partner with BlueSafe. As an ongoing client with BlueSafe you’ll work with one of our experienced advisors and remain in contact with them as you have questions, updates or portfolio concerns.