Connect with Top-Rated Financial Planners in Lafayette!

Summit Financial specializes in helping you build a legacy that you can be proud of. Whether you want a building that bears your name, your own scholarship to empower future generations to build their own legacies, or estate planning for a comfortable retirement to live out your golden years with knowledge of a job well done, partner with us, and we'll help you make your mark, your way.

BlueSafe Financial is a team of independent, fee-only financial advisors providing personalized investment solutions, financial planning, and tax preparation services to individuals and businesses. With over 50 years of combined experience, our experienced advisors are dedicated to helping clients achieve their long-term financial goals.