BlueSafe Financial

At BlueSafe Financial, we understand that your financial future is one of the most important aspects of your life. That's why we're dedicated to providing personalized financial guidance and investment solutions to individuals and businesses alike. Our team of experienced, independent financial advisors is committed to helping you achieve your long-term financial goals, whether you're just starting out or nearing retirement.

What Sets Us Apart

As a fee-only firm, we don't charge transaction fees or commissions. Instead, we charge a small percentage of the value of your account as a management fee. This means that our interests are aligned with yours, and we're motivated to help your investments grow. Additionally, as an independent advisor, we're not limited to offering proprietary products or using preferred vendors. This allows us to provide unbiased advice and product solutions that are truly in your best interest.

Our Services

We offer a wide range of financial services, including investment solutions, financial planning, and tax preparation. Our experienced advisors will work closely with you to understand your unique financial situation, goals, and risk tolerance, and develop a customized plan to help you achieve success. With 24/7 access to your investment accounts through our online portal and smartphone app, you'll always be in control of your finances.

Accessible and Flexible

We believe that financial planning should be accessible and flexible. That's why we offer a free, no-obligation initial consultation to get to know you and understand your financial goals. Our advisors are available to answer questions and address concerns, and we provide a range of tools and resources to help you stay on track.

Experienced Advisors

Our team of advisors has over 50 years of combined experience in the financial industry. Our founder, Jeff Gasaway, is dedicated to providing financial education, support, and strategies to help clients achieve their goals. With BlueSafe Financial, you can trust that you're working with experienced professionals who have your best interests at heart.

Confidence in Your Financial Future

At BlueSafe Financial, we believe that financial planning should be a partnership, not a transaction. That's why we're committed to building strong relationships with our clients, founded on trust, transparency, and personalized service. With our expertise and guidance, you can feel confident in your financial future and achieve the success you deserve.