Discover What We Offer
Secure your retirement with our Guaranteed Income Plans for both spouses. Enjoy peace of mind knowing your hard-earned retirement is protected from market losses while still having the opportunity to benefit from market gains. Our plans offer a guaranteed lifetime income that you can never outlive.
Experience growth without the fear of market downturns with our Growth with No Losses plans. Safeguard your investments while still participating in market growth opportunities. Our expert team can help you understand how these plans work and tailor them to your specific retirement goals.
Life insurance is not just about securing your family’s future; it can be a pivotal part of your overall financial strategy. Let us help you explore how life insurance can protect your legacy and provide for retirement, emergencies, and more.
Prepare for the future with Long Term Care insurance. Safeguard your assets against the potentially high costs of long-term care services. We offer traditional LTC policies as well as alternative options attached to annuities or life insurance for a more cost-effective solution.
Ensure your loved ones are not burdened with your final expenses. Our Final Expense policies provide a simplified solution to cover medical bills and funeral costs without the need for medical exams or worrying about rate increases.
Having a solid plan for your healthcare in retirement is crucial. Our team can guide you towards the best plan for your specific health situation.
At Safe Money Retirement, we aim to provide a holistic approach to retirement planning with a wide range of financial strategies to ensure your peace of mind. While our main services focus on Guaranteed Income Plans, Growth with No Losses Plans, Legacy Planning (Life Insurance), Long Term Care (LTC) Insurance, and Final Expense Policies, we understand that retirement planning also involves other critical areas such as Social Security, Medicare Planning and Estate Planning.
Although we don’t offer these additional services directly, our expert team is well-versed in how our core services integrate with these essential aspects of your retirement strategy. During your consultation, we can discuss how our offerings align with your overall retirement goals and guide you to the appropriate resources or professionals for the services we don’t directly provide.
Our goal is to make sure you have a comprehensive plan that covers all aspects of your retirement needs.
We honor and support our veterans. As Corporate Champions with the Wounded Warrior Project, we are committed to assisting veterans in navigating their healthcare options. Contact us for a free consultation to explore the best plans tailored to your needs and future planning.
How to Apply for VA Benefits: Take advantage of the benefits you’ve earned. For assistance with applying for VA benefits, call (877) 222-8387 or visit www.ebenefits.va.gov.
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.
Let’s Connect
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.
