WE ARE FINANCIAL PROFESSIONALS
Providing innovative financial solutions with sound strategies & financial clarity to grow generational wealth.
Why Choose Safe Money Solutions?
BUSINESS & SUCCESSION PLANNING
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on. Learn More
INCOME PLANNING
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. We are here to help you navigate through it and make sense of the tax advantaged vehicles used to accomplish your retirement income goals. Learn More
TAX STRATEGIES
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
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LEGACY PLANNING
Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways. Learn More
INSURANCE SOLUTIONS
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
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LIFE INSURANCE
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool. Learn More
NEW GENERATION RETIREMENT
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology. Learn More
RETIREMENT STRATEGY & RISK
Our organization prides itself on providing retirement strategies. We take an extensive look at each client’s unique mix of assets to help integrate the aspects of our clients’ wealth into a coordinated strategy. Learn More
MEDICARE
While there is no shortage of things to plan for in retirement, it's critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans. Learn More
LONG-TERM CARE
It can be beneficial to have a plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement. Learn More
SOCIAL SECURITY
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits. Learn More
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Hours
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