Addressing any concerns you have such as long term care and retirement income
Determining your risk tolerance
Analyzing the results to locate any "financial gaps" you may have with your current financial plan
Developing strategies and solutions tailored to accomplish your financial goals
WE WANT TO GET TO KNOW YOU and your financial goals
Before our licensed agents can recommend solutions to you, they first need to learn what your goals are, what keeps you up at night, and figure out what your ideal retirement looks like.
There are many considerations that will affect your decision, such as fixed income, healthcare, how much savings you have, and what stage your at in your retirement planning. With all of the options out there, it's confusing and overwhelming for anyone! We will address all of this during our discussion.
After we assess your situation, we will develop a personalized strategy with safe money product solutions.
Education is our foundation
Safe Money Places Professionals provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH. Our agents are here to educate you about your choices and help you achieve your financial goals to live fulfilled and happy retirement.
who are we?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. Each Safe Money Places Professional's mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
SCHEDULE YOUR FREE 10 Min Financial Plan Review
Please use our appointment calendar below to select a time that best works for you to meet with a Safe Money Places Licensed Agent.
We guarantee 100% privacy. Your information will not be shared.
