We are Investment Advisors.
BlueSafe Financial was founded in Lafayette, Indiana as an Independent: Fee-only financial practice. We provide free no-obligation consultations, and do not charge commissions. Our goal is to simply find the best products available to help meet your goals. Today, we service clients in several states and plan to continue expanding to better serve those in need of experienced advisors they can trust. Click here to meet the TEAM.
Relationships are TOP priority:
BlueSafe was founded with the mindset that relationships are our top priority. This is why you will see the phrase “Strong relationships are the foundation of every successful partnership” throughout our materials. Family always comes first, and because we consider our clients family, we will do what it takes to provide quality service and assistance to care for their investments, finances, and insurance needs.
When clients have questions or need guidance, BlueSafe financial advisors take the time to understand each client’s goals. This enables us to dive deeper and effectively assist with budgeting, income planning, and working towards long- and short-term objectives. Being and Independent firm, we can provide unbiased advice and product solutions while creating customized portfolios for each client we serve.
From beginning-investors to seasoned veterans, we can help you pursue your goals:
Whether you have sophisticated estate planning needs and are in need of an experienced advisor, or this is your first experience with insurance or investing, we are prepared to handle your matters while keeping your risks, knowledge, and goals at the forefront. Helping clients work towards their goals is rewarding and we are committed to taking the time necessary to design and implement portfolio strategies for each client’s unique needs.