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Private Wealth Management For Select Individuals at Safe Money Solutions

At Safe Money Solutions, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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You are minutes away from insurance coverage via Instant Issue!

By clicking on this link you can apply for and have insurance coverage in force in less than 10 minutes. NO medical exam, NO lengthy application process, NO waiting period! Instead of waiting weeks or months your policy will be issued in minutes if you qualify.

Policies are issued by highly rated carriers and include many popular types of coverage (note that there are age and state restrictions on some products):

  • 10, 20 and 30 year Term Life Insurance up to $350,000
  • Single Premium Whole Life Insurance up to $400,000
  • Guaranteed Issue Final Expense Insurance up to $20,000
  • Accident and Critical Illness Insurance up to $15,000 per year maximum benefit

Click on the link to get started! In-depth product information is on the site and helpful videos can lead you through this simple, easy process!




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2018 Tax Planning


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