Strong relationships are the foundation of every successful partnership.
BlueSafe Financial is a team of financial and investment advisors founded by Jeff Gasaway. We think differently about financial investments, offering truly independent solutions. We are a fee-only firm operating on a fiduciary basis. Our main office is located in Lafayette, Indiana, however we are registered and service clients throughout the United States. We create customized plans that work to meet your financial goals. Whether you’re a beginning investor or have sophisticated estate planning needs, we have you covered.
We help our clients feel informed, educated and aware of options available to them so they can make smart financial decisions as they look forward towards providing for their family and retirement.
Get Started Today.
You are welcome to call or fill out the contact form, located in the footer. Either way, we will be quick to respond to your needs.
Strategy & Consultation
Accessible & Flexible
We offer countless tools and products that work for you. You will have 24/7 access to your investment accounts through our online portal and our smartphone app. There you will find our research, calculators, investing tools and ideas, as well as a personal BlueSafe advisor that’s available to answer questions and address concerns.
BlueSafe advisors are experienced in a wide range of investments and insurance services. Jeff Gasaway, our founder, leads our team and truly believes in providing financial education resources and independent financial strategies for clients.
Free Initial Consultation
Our initial meeting is an hour long confidential, no obligation discussion. We’ll get to know you and gather information on your spending and saving habits, current investments, goals and risk tolerance. We’ll create a report and follow-up in a 2nd meeting to determine what steps to take moving forward.