Find a Financial Professional

Welcome to our Featured Financial Professional page. Use this page to connect directly with an independent financial professional. Just click on your state of residence, and you can find a financial professional who is part of our online community from there.

If you are looking for safe financial strategies to meet your financial and income goals in retirement, or you have any questions, we encourage you to contact a professional. They can help you uncover ways to achieve greater income certainty, maintain your lifestyle, spend with confidence, and enjoy greater peace of mind.

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About SafeMoney Seminars

About SafeMoney SeminarsAre you searching for information on how you can enjoy a financially secure retirement? is pleased to invite you (and a guest) to a local educational workshop or seminar event.

Please join us in a relaxed setting to interact with a independent financial professional. They will present some helpful information and show how you can plan for a secure and peaceful retirement. Depending on your event, you may be served a complimentary dinner as part of attendance.

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Independent vs Captive Advice

Independent vs Captive AdviceWhen it comes to retirement, you have unique needs and objectives. Determining your financial requirements and the best means to achieve them is an important step. It’s critical to partner with the right financial professional – someone who is not only knowledgeable and experienced, but who can serve your needs with a versatility of financial solutions.

In the financial services and insurance industries, there are two types of agents and advisors: “independent” and “captive” parties. There’s a difference in the advice and products you can receive from both. If you’re looking for the right partner to help with your wealth planning needs, here’s some information which may help with your decision-making process.

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Next Steps to Consider

  • Start a Conversation About Your Retirement What-Ifs

    retirement planning services next steps

    Start a Conversation About Your Retirement What-Ifs

    Already working with someone or thinking about getting help? Ask us about what is on your mind. Learn More

  • What Independent Guidance
    Does for You

    independent vs captive advice

    What Independent Guidance
    Does for You

    See how the crucial differences between independent and captive financial professionals add up. Learn More

  • Stories from Others
    Just Like You

    safe money working with us

    Stories from Others
    Just Like You

    Hear from others who had financial challenges, were looking for answers, and how we helped them find solutions. Learn More

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