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  • Retirement Income
    • Fixed Annuity >
      • Annuity Overview
      • Fixed Rate Annuity
      • Fixed Index Annuities
      • Annuity Benefits
      • Fixed vs. Variable Annuities
    • Social Security >
      • Quick Overview
      • How Does It Work?
      • What Are My Benefits?
      • Deceased Spouse
      • Maximize Your Benefits
      • Estimate Your Benefits
    • Savings Bonds >
      • Quick Overview
      • How do they work?
      • What do they yield?
      • Tax Advantages
      • Older / Baby Bonds
    • Banks and Credit Unions >
      • Quick Overview
      • Certificates of Deposit
      • Money Market Accounts
      • Savings Accounts
  • Financial Protection
    • Life Insurance >
      • Overview
      • Different Types
      • Basic Considerations
      • Typical Questions
      • Common Uses
    • Critical Illness Insurance
    • How Safe Are The Companies? >
      • The FDIC Explained >
        • Quick Overview
        • What does the FDIC Cover?
        • How Does The FDIC Work?
        • Who Is The CDARS?
      • National Credit Union Administration (NCUA)
      • Financial Strength
      • What if they fail?
      • Risk Money Places
    • Identity Theft Protection
  • Strategies
    • Personal Pension Plan
    • Wealth Transfer
    • Basic Money Math
    • Financial Concepts >
      • Split Funding
      • Tax Deferral
      • Saving too Conservatively
      • Yield Ladders
      • Liquidity
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Speak with a Local Safe Money Professional
LET'S REVIEW YOUR financial plan to uncover your "financial gaps"

Call 1-877-844-0900
consultation
Financial Review

Our Financial Review Includes

  1. We'll connect you to a local licensed agent
  2. A discussion about what your ideal retirement looks like 
  3. Determining your financial goals
  4. A discussion about what concerns you have
  5. Determining your risk tolerance
  6. A complete financial assessment
  7. Locating the "financial gaps" you currently have
  8. Developing strategies and solutions tailored to your situation
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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

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. 
Safe Money Places Agent Network

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.

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Carmel, IN 46032
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If you have an questions or concerns, please contact us at 1-877-844-0900 OR contact us by filling out our form.

Raymond J. Ohlson, CLU, CRC, is the CEO of SMP International LLC which owns safemoneyplaces.com. Mr. Ohlson is a licensed insurance agent in all states with the exception of New York. If you request information, regarding a product or service, you may be contacted by a life insurance agent licensed in your state.

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