What’s Your Game Plan for a Secure Retirement?

You can begin planning (at any age) to retire with confidence.

Get Started
Get Your FREE Guide Now

What’s Your Game Plan for a Secure Retirement?

You can begin planning (at any age) to retire with confidence.

Get Started
Get YOUR FREE GUIDE NOW

What’s Your Game Plan for a Solid Retirement?

You can begin planning (at any age) to retire with confidence.

Get Started
Get the Safe Money Book
ABOUT US

Welcome to Safe Money Retirement!

ABOUT US

Welcome to
Safe Money Retirement!

With us, ensuring (and insuring) your retirement dreams isn’t just a promise.

Led by Certified Financial Fiduciary® Tim Wood, we’re not just advisors; we’re your retirement team, and we’re ready to execute safe money strategies that guarantee your peace of mind. 

We’ve got Retirement Tax Planning, Guaranteed Lifetime Income Plans, ZERO-Loss Growth Plans, Legacy and LTC Plans…and more!

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Start Here: Secure Your Financial Playbook

Where Are You on Your Current Financial Journey?

Age: 20-35

I'm just getting started!
→

Age: 36-45

I'm working hard and preparing for the future.
→

Age: 46-55

I’m ready to fine-tune my retirement and solidify an action plan!
→

Age: 56-65

I want to optimize my retirement in a way that works for me and my family!
→

Age: 65+

I'm ready to create a guaranteed income and secure my family's financial future.
→

All with zero losses from any current or future market event.

Start Here:

Secure Your Financial Playbook

When it comes to your retirement, it’s a bad idea to cross your fingers and hope for the best. Getting your hands on a FREE copy of Tim’s best-selling book, “Safe Money Retirement: Your Game Plan for Success,” is your first step!

Not ready to fill out the form? The book is available on Amazon in various formats.

Let’s put the foundation in place to create a retirement that allows you to do what you actually WANT to do.

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The Importance of Having a Safe Plan for Retirement

Access to safe, reliable retirement plans is a crucial component of living out the retirement of your dreams. Our team will show you how to shield your savings from market downturns and guarantee a lifetime income. 

With our nationwide, no-cost, no-obligation consultations, we tailor retirement plans to your unique needs, leveraging our independence to explore all the top-tier options. Trust in our years of expertise and Certified Financial Fiduciary® retirement advice and leadership. Are you ready for your money to do what you want it to? 

Contact us to discover your best retirement strategy.

Let’s Talk
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Hear It Straight From Our Clients

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Our Services - How We Help Our Clients

RISA® Analysis

Personalized strategies based upon your specific personality and preferred retirement style.
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Lifetime Income

Create a stream of income that lasts. Guaranteed. Not crazy about your son-in-law? No problem – you don’t have to live with him.
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Legacy and Long-Term Care

Protect your MVPs (your family) from Long-Term Care expenses and leave your heirs a tax-free lump sum.
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Growth with No Losses

Safe money strategies for your retirement that never result in any losses from any market event.
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podcast

The Safe Money Retirement Show

Join our fearless leader, Tim, weekly as he breaks down complex, no-loss retirement strategies and more! Available live or on-demand, you won’t want to miss out on these game-changing insights into a solid financial future and keeping your money safe.

You can also find Tim on your local airwaves.

Listen to the Podcast

Let’s Make Your Retirement Rock Solid

Let us help you make a plan or check your current one...​

Whether you are 25 or 85, it’s never too late to plan for the future and your retirement. We can help you start your planning now if you’re younger, or help to ensure you have the best plan for your family and situation in place if you’re older. Planning with safe money strategies today will ensure happiness and peace-of-mind for years to come. Contact us today for a no-cost, no-obligation Virtual or in-person consultation.

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The information provided herein is the exclusive property of Safe Money Retirement. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. You can view our privacy policy here.

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