New Family Investment Solutions
Want to put a plan in place to send your kids to college? Buy a home? Plan for retirement?
We will help you prepare for the future.
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 objectives.
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 or email and walk-ins are also accepted.
Based on information from our initial consultation, we will create a Budget & Spending report (no fee) giving recommendations and advice on spending habits, as well as the option to join BlueSafe as a client or request an investment plan.
Give your child the gift of a college education.
Tuition is increasing year after year so planning ahead with a 529 plan can give your kids the financial assistance they need when the time comes to think about college (trust us, it comes sooner than you think). These plans are tax advantaged and meant to be used towards tuition and other education expenses.
Your advisor can discuss different fund options, outcomes and what plan works best for your family.
Plan ahead for your well-earned retirement!
It’s never too early to start planning for retirement. Whether you’re a first time investor or a smart dabbler in the markets, a BlueSafe advisor can give you guidance on what investment strategy works best with your goals.
As an independent firm, we are capable of recommending countless funds and accounts to consider for your portfolio. This may include mutual funds, IRAs and more.
When is the last time you talked to your advisor?
Regular updates are an important aspect to healthy money management. With a BlueSafe advisor, you can count on quarterly reports, an annual face-to-face meeting and availability throughout the year to speak on the phone.
Our advisors are routinely monitoring your portfolio and making adjustments if necessary to be sure your short- and long-term goals are being met.