James Herbst

Owner, Safe Money One at Safe Money One

Aurora, Colorado

Quick Answer

James Herbst, Owner, Safe Money One, is a licensed independent financial professional at Safe Money One in Aurora, Colorado with 16+ years of experience. Specializing in Income Planning, Asset Protection, Estate Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact James Herbst in Aurora, Colorado

Phone: 480-843-2324

Email: [email protected]

Website: https://www.safemoneyone.com/

Areas of Expertise in Aurora, Colorado

Income PlanningAsset ProtectionEstate PlanningRetirement PlanningRisk ManagementSafe Money Strategies

About James Herbst — Aurora, Colorado

Licensed Independent Financial Professional · 16+ Years Experience · SafeMoney Certified™

James Herbst and Brenden Herbst are a father-and-son team at Safe Money One in Aurora, Colorado, dedicated to helping families create safer, more tax-efficient retirement strategies. With decades of combined experience and a shared commitment to education-first planning, the Herbst team helps clients protect their savings from market risk while building dependable income they can rely on throughout retirement. James Herbst — Founder, Safe Money One James is a devoted family man with a beautiful wife of 30 years, and together they have raised four amazing children. As the owner of Safe Money One, James has spent nearly three decades in the safe money and retirement planning industry. Throughout his career, he has been passionate about helping clients understand how they can achieve growth without taking on unnecessary market risk. His focus has always been on helping clients create reliable, lifetime retirement income while protecting their hard-earned savings from market volatilit...

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Frequently Asked Questions About James Herbst & Financial Advisors in Aurora, Colorado

What services does James Herbst offer?

James Herbst at Safe Money One offers Income Planning, Asset Protection, Estate Planning in Aurora, Colorado. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is James Herbst SafeMoney Certified?

Yes, James Herbst is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.