In today's financial world, will you be okay?
In the Fall of the year 2000, as I was unpacking from our move from Southern California to Florida, the dotcom bubble was hissing and popping. Like most investors, I was hoping this was just a course correction on a trajectory to the moon. For several decades, I helped major corporations make millions. Combining formal education, street knowledge and personal experience, today I help individuals make hundreds of thousands. I helped several clients from falling off the financial cliff in the Fall of 2007 when the mortgage crisis hit the fan. Some others who ignored all the red flags and saw their 401k and IRA accounts crash and burn, later told me "they wished they had followed some of my advice." Do you remember how many people lost a boatload of their hard earned money, typically around 50%, in 2008? If not you … probably some family and friends were in that storm. All this fueled my passion for what I do today!
My mission is to help you...
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Frequently Asked Questions About Financial Advisors in Lakewood Ranch, Florida
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.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
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.