Do you know your retirement date?

Investors often struggle to answer this question. And why not? Many have multiple 401ks still with former employers, as well as several investment accounts and insurance products they purchased years ago.  It’s easy to see why they are confused and overwhelmed.

A BlueSafe Advisor can consolidate this information into a virtual road map for retirement.  And, with their new plan in hand, the investor can set a realistic retirement goal date.

Let a BlueSafe advisor help you.  Call or email us today to schedule a free consultation.

 

Retirement Income Sources

• 401(k) Rollovers
• Roth and Traditional IRA’s
• Annuities
• Personal Investments
• Real Estate
• Social Security
• Pensions

401K Rollover
401K Rollover

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Recently left your job and not sure what to do with your 401K?

If you’ve retired or left your job for any reason, the contributions you’ve made to your 401(k) account with that company have the ability to rollover into a personal IRA account. This can be an opportunity to consolidate funds, move contributions to a new account or cash out.

Your advisor can help advise what a smart course of action may be and direct you towards different IRA options. As you consider how to approach your 401(k) fund, this can also be a good time to reevaluate your finances and make sure you are on track towards a comfortable retirement.

Annuities
401K Rollover

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Want a guaranteed stream of income to last your retirement?

As you plan ahead for your retirement and budget for your income, you may want to consider an annuity.  Annuities are one way you can supplement your income with fixed regular payouts that operate similar to bank CDs.

Annuities are vastly complex products. BlueSafe can review your existing annuities or recommend a type of annuity is right for you. 

Wealth and Money Management

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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.