Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Safe Money Solutions, Financial Planning Consultants, Cedar Rapids, IA
Michael Clanin

Michael Clanin CFF® 

President, Safe Money Solutions

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of retirement planning, lifetime income solutions, legacy planning, and asset- based long term care. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals in retirement.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely and most importantly providing lifetime income streams that will be there throughout your retirement and passing assets onto loved ones tax efficiently. 

Michael was a former educator, so naturally his approach in working with clients is through guidance and educating.  He enjoys spending time with family, traveling, hiking, biking and reading.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.