Question 1

What is BluesaFe Financial?

Accepted Answer

BluesaFe Financial is a team of independent, financial advisors founded by Jeff Gasaway. The corporate office is located in Lafayette, Indiana, but the firm is registered to service clients throughout the United States.

Question 2

What is a fee-only firm?

Accepted Answer

Most brokers charge a commission for every trade placed in your account. As a fee-only firm, BluesaFe Financial does not charge transaction fees or commissions. The firm charges a small percentage of the value of your account as a management fee, which increases or decreases along with the value of the account.

Question 3

What is an independent advisor?

Accepted Answer

Independent advisors are not limited to offering "proprietary" products or using "preferred" vendors, and they do not earn commissions, bonuses, or free trips for meeting corporate goals. This limits the conflicts that come with recommending financial products and ensures the best interests of clients always come first.

Question 4

What investment solutions does BluesaFe Financial provide?

Accepted Answer

BluesaFe Financial provides investment solutions for every stage of life, from college to retirement. The firm helps clients meet their financial goals.

Question 5

What financial planning services does BluesaFe Financial offer?

Accepted Answer

BluesaFe Financial understands that financial planning can be a daunting task. The firm's advisors provide guidance at all levels of investing to ensure clients' success and feel confident about their financial future.

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BlueSafe Financial

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What is BluesaFe Financial?

What is a fee-only firm?

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What investment solutions does BluesaFe Financial provide?

What financial planning services does BluesaFe Financial offer?

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