Investment

Individual Solutions

Are you worried about managing your money?

BlueSafe Financial partners with individuals and families to put financial plans in place so our clients can have a peace of mind and feel confident in their decisions. Whether you need help investing for the first time or need assistance managing an existing portfolio, our experienced, independent investment advisors can help you plan for your future. 

Business Solutions

Are you considering the future of your business?

BlueSafe Financial partners with small business owners and corporations to put a financial plan in place so your business can grow and remain financially secure. We assist with employee and business retirement planning, income strategies and establishing a personalized portfolio with your business goals in mind.

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.

Whether it’s your first time dealing with investments or you have an established portfolio, we can help.

 

Contact Us