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.
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.
WE WANT TO GET TO KNOW YOU FIRST
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.
Our FInancial Review Includes
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
