About Us

Lafayette Indiana Investment Advisor

We are Fee Only Investment Advisors

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. Click here to meet the TEAM.

 

We are Independent

Because we are an Independent firm, we can offer more options and better pricing to our clients.  We do not earn commissions, bonuses, or expensive vacations for working with “preferred” vendors or selling specific products. Because we are independent,  we are free to provide unbiased advice and product solutions that are truly in the client’s best interest.  

 

We are Experienced

BlueSafe Financial Advisors have over 50 years of combined experience. Whether you are a seasoned investor or just getting started, we are prepared help you develop and implement a plan to reach your financial goals. We invite you to schedule a free consultation with us to today learn more.  

We don’t expect you to be the expert.

Blue Safe Financial provides clients with financial education, support and strategies to reach their goals.

Your information is confidential.

BlueSafe Financial values the privacy and security of your personal information.  We utilize a modern, propitiatory platform to manage your transactions and we do not retain paper copies of your information. And you can be sure we will never share your information without your consent. 

Consultations are free and without obligation.

Choosing a Financial Advisor is a big decision.  And we know that we have to earn your trust. That is why your initial consultation with BlueSafe is always free, and without obligation.  We use this time to share what is unique about our business and to learn what is most important to you and your family.

Our business is built on referrals from our clients.

It’s true!  We love our clients and they seem to love us. If you have been referred  to BlueSafe Financial by one of our dear clients,  please let us know.  We want to thank them for their kindness.

We're an independent fiduciary firm.

Unlike a franchised investment firm, our advisors are free to offer investment advice without corporate pressures to sell certain products. This allows us focus solely on our client’s best interest. 

We’ll help you feel educated and informed about your financial future.

 

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