TRUST IN YOUR FINANCIAL FUTURE Work with an advisor who truly cares and has extensive experience working with both individuals and businesses. SEE WHAT MAKES BLUESAFE DIFFERENT We believe in building relationships first. BlueSafe Financial is a team of Independent, Financial Advisors founded by Jeff Gasaway.
The corporate office is located in Lafayette, Indiana, however we are registered to service clients throughout the United States. Most brokers charge a commission for every trade placed in your account. As a fee-only firm, we do not charge transaction fees or commissions. Our firm charges a small percentage of the value of your account as a management fee.
The corporate office is located in Lafayette, Indiana, however we are registered to service clients throughout the United States. Most brokers charge a commission for every trade placed in your account. As a fee-only firm, we do not charge transaction fees or commissions. Our firm charges a small percentage of the value of your account as a management fee.
Services
We have a great team behind the scenes at BlueSafe Financial. Get to know a bit more about them and their experience in the financial and investment industry. His mission was to open a firm focused on building relationships with the clients and providing the best service under an independent platform.
Looking for a Financial Advisor in Lafayette Indiana? BlueSafe Financial is an Independent, fee only Financial Advisor. We provide free, no-obligation consultations, and do not charge commissions. Our services include Investing, Retirement Planning, Income Planning, and Portfolio Management. We can open and service your Roth or Traditional IRA, and help you with your 401k Rollover when you are ready to retire.
BlueSafe provides a personalized consultation service that accommodates all levels of investment experience. The Consultation and Strategy process is simple yet thorough: First, we will spend whatever time is needed to get to know you and your goals. Then, we will schedule a follow-up meeting where we will present you with a customized strategy for moving forward.
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.
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.
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