A discussion about what your ideal retirement looks like
Determining your financial goals
A discussion about what concerns you have
Determining your risk tolerance
A complete financial assessment
Locating the "financial gaps" you currently have
Developing strategies and solutions tailored to your situation
We'll discuss your goals
Before we can recommend solutions to you, we first need to learn what your goals are, what keeps you up at night, and figure out what kind of retirement you envision. After we assess your situation, we will develop a personalized strategy with safe money product solutions.
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.
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.
What is the Safe Money Places Agent Network?
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.
REQUEST YOUR FREE FINANCIAL PLAN Review
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Safe Money Places and this website are operated by The Ohlson Group, Inc. Safe Money Places is a consumer website. Safe Money Places is not a licensed insurance agency and financial products cannot be purchased on this website.
Safe Money Places does not warrant anything on this website, although we strive to keep everything accurate and up-to-date. We do not provide tax, legal, accounting, or investment advice. You need to do your own homework and consult your own experts on your personal situation. This website is protected by applicable copyright laws. You may make or print one copy of any material for personal use, further copying or distributing is prohibited without prior written permission.
If you have any questions or concerns, please contact us at 1-877-844-0900 OR contact us by filling out our form.
The Ohlson Group Inc, and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York. If you request information, regarding a product or service, you may be contacted by a life insurance agent licensed in your state.