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Worried about Money in Retirement?

Annuities can offer the security of guaranteed, permanent lifelong income. Learn how you can enjoy a more confident, financially secure retirement future.

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The Difference

Our affiliated independent advisors and agents don't pay for our endorsement. They earn it solely through their actions, business records, and professional integrity.

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More Security and Peace of Mind

Retirement income planning is completely different from investment planning. Schedule a personalized strategy session with a licensed, qualified income specialist.

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The New Retirement Report

In recent times, the financial markets have gone through extreme swings. The uncertainty of future market volatility, future inflation, and future taxation creates a need for retirement strategies which offer better savings protection.

Annuity Insights Guidebook

Is an annuity right for you? Annuities are a fast-growing retirement income solution, but it can be difficult to see if one fits your needs.
Learn all about annuities and their unique retirement benefits in this detailed, comprehensive guidebook.

Retirement Simplified Roadmap

Are you past the learning stage? There are so many options for annuity products, it can be overwhelming. Learn how to choose the right strategy and how we help maximize retirement income with our nationally trusted Safe Money blueprint.

Advisor Showcase

Todd Kiry - NJ - Safe Money Resource Endorses New Jersey Wealth Planner Todd Kiry as a 'Safe Money Approved' Advisor

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Andrew Heese - CO - Safe Money Resource Grants Wealth Planner Andrew Heese 'Safe Money Approval'

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Greg Bernhardt CFP® - CA

Wealth Planner Greg Bernhardt Earns “Safe Money Approval” from Safe Money Resource

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James Carrier - WV

Safe Money Resource Grants “Safe Money Approval” to Wealth Planner James Carrier

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Greg Bodoh - VA - Safe Money Resource Grants Wealth Planner Greg Bodoh 'Safe Money Approval'

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Robert Meyer - CO

Robert Meyer Endorsed as "Safe Money Approved" Advisor by Safe Money Resource.

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Michael Marrone - NJ

Yahoo! Finance - Safe Money Resource Grants Wealth Planner Mike Marrone 'Safe Money Approval'

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Jim Chilton - CA - Safe Money Resource Endorses Jim Chilton as a "Safe Money Approved" Advisor

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69 Berlin Rd. Cherry Hill, NJ 08034
17165 Kingfish Ln. W. Summerland Key FL, 33042