Maximize Your Prime:

Elevate Your Finances with Safe Money Retirement

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Harnessing Your Peak Earning Years for Growth and Stability

Getting your hands on a copy of the best-selling book, “Safe Money Retirement: Your Game Plan for Success,” is your first step! Available in ebook and on Audible!

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You’re in the thick of it—your 30s and 40s are not just about reaching your earning potential; they’re about making pivotal financial moves. 

From setting aside college funds for your kids to looking after your aging parents, and refining your retirement plans, Safe Money Retirement® is here to help you navigate these prime years with confidence. 

You don’t have to wait until your 60s to enjoy a comfortable retirement. Why not start today and aim for an early exit?

Take a quick look at our video explainers so you can see where you should focus your financial energy!

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With our "Growth with No Losses" plans, we help you eliminate risk while aiming for steady growth, ensuring that you can navigate market volatility without jeopardizing your financial future.

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Are you leveraging a higher income now? Make the most of it by maxing out your retirement contributions, especially to snag any employer match benefits. Our team can guide you in optimizing your retirement accounts for maximum growth and tax advantages.

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Work with us to transfer your retirement from one employer-sponsored plan to another qualified retirement account, such as an IRA, without incurring taxes or penalties

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Find effective ways to save for your children's education without sidelining your own retirement funds. We provide strategies that maintain a healthy balance, ensuring that investing in your child’s future doesn’t detract from securing your own.

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It’s important to evaluate your insurance coverage to ensure it meets potential healthcare needs as you age. Consider investing in our Long-Term Care insurance options as a safeguard, protecting your assets from the potentially high costs of healthcare services in the future.

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Work with us to create a thorough plan, from making sure you have the right amount of life insurance coverage to updating beneficiaries on your policies.  We're here to ensure your assets are managed and distributed according to your wishes, securing your family's future and providing peace of mind.

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RISA®

Retirement Income Style Awareness®

Thinking about retirement? Let’s get real about it. You’re not just planning for 'someday'; you’re shaping the future you deserve. RISA® is here to help with that. In just 15 minutes, our questionnaire will break down your retirement income style—like having a financial mirror that reflects not just your needs but your goals and dreams. Discover a tailored strategy that matches your life’s trajectory perfectly. It’s smart, straightforward, and all about you. Ready to take control? Dive into the RISA® Questionnaire now and start building a retirement plan that truly resonates with your ambitions.

Take the RISA® Questionnaire

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We’re here to help you plan for what’s ahead. It’s not as far off as you think!

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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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