Individual Investment Solutions

What do you want to do when you retire?

BlueSafe Financial partners with individuals and families to establish investment plans so you can have peace of mind and feel confident in your financial future. We strive to educate, provide guidance and give practical money management tips to our clients.

Many people we meet express fear and uncertainty about not being fully prepared for retirement or unable to provide for their children, and are not sure what is supposed to happen next.

We understand that investments and financial planning can be intimidating and a hard discussion to have. When meeting with our clients, we strive to provide a comfortable learning environment that’s open and obligation free.

BlueSafe Financial wants to help you prepare for the future.

As a truly independent investment firm, we have the capability to provide countless unbiased options that meet your financial objectives.

Investment Individual Solutions include, but are not limited to, the following:

  • 401(k) Rollovers
  • 529s
  • Annuities and Pensions
  • Portfolio development (stocks, bonds and mutual funds)
  • Cash and credit
  • Retirement Income Planning
  • College saving and accounts
  • Trust and Estate Investing

New and Growing Families

 Are big transitions happening in your life — like marriage, babies, home or auto purchases? Plan ahead and prepare for your family’s financial future.

Approaching Retirement

 As retirement looms closer, do you wonder how how all the financial pieces will fit together? How and when you retire is a very individual process, and we can help you approach your retirement with confidence and wisdom. 

Retired and Loving It

Are you managing your retirement funds efficiently and wisely? Talk with your advisor to restructure and reorganize your portfolio to best fit your retirement needs.

Feel educated and informed about your financial future.


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