Business Investment Solutions

Looking for a retirement plan for yourself and your employees?

BlueSafe Financial wants to help your business succeed today and plan for future success. We provide business investment solutions that can be useful for cash flow and tax planning. By working with business owners and their employees, we can help formulate financial strategies  that benefit both and can have a positive impact for years to come. Our goal is to create a plan and service your employees helping them achieve personal financial success.

Business Investment Solutions

  • SEP and Simple IRA’s
  • 401(k) and 403(b)
  • Defined Benefit Plans
  • Defined Contribution Plans
  • 457 Plans

Why BlueSafe Financial? It’s simple.

The independent advisors at BlueSafe Financial are entrepreneurs and business owners just like you.  We know how busy you are, and how important it is to have a workforce that is talented, loyal, and productive.  Offering retirement benefits to your employees is an important step toward attracting and retaining the employees that will help make your business successful. 


So where do you start?

With multiple plan types available, getting started can be daunting. BlueSafe advisors will work with you and your accountant to determine the best option for your business.  BlueSafe will establish the plan,  process the deposits and manage the investments.  Simple. 

How we add value to your employees

As a resource for their financial education, we will empower your employees to make  better  financial decisions by  assisting with retirement planning and investing. In addition to annual reviews, are available by phone or in person when questions arise or service is required, and we encourage them to contact us.


We love to work with small businesses.


The SIMPLE Plan is a great option for small businesses with 0-100 employees. These accounts are popular in saving for retirement because they offer tax-free or tax-deferred growth and can be paired with employer contributions. We work with businesses of any size, and employees will have access to all the same investment tools, smartphone apps, and online resources we provide to our investors.

IRA options can include:


Defined Contribution Plans

Help your employees plan for retirement.


These contribution plans include both the employer and employee making contributions to an account, most commonly for retirement. There are many options available that can be tailored to best fit your company’s needs and employee goals.

Defined Contribution Plans  can include:

  • Profit Sharing
  • Stock Bonus
  • Money Purchase
  • Combination Plans
  • Thrift Savings
  • Employee Stock Option Plans
  • Target Benefit
  • Cash Benefit

Defined Benefit Plans

Design a plan that will generate a lifetime of income.


Provide retirement security for your employees with the option of building a defined benefit plan to pay employees upon retirement. This is a fixed, pre-determined benefit plan that is built upon by employer contributions.

Defined Benefit Plan options can include:

  • Pensions
  • Annuities

457 Plans
457 Plans

Defer compensation in this retirement plan.


This is a retirement plan option for United States government employees (local, state and federal), but may also be an option for some non-governmental operations as an additional retirement option. These plans operate similarly to 401(k) or 403(b) plans, offering a pre-tax deferred compensation. Contact a BlueSafe advisor to discuss this plan option and to see if your business qualifies.


Feel educated and informed about your financial future.