Mark Goldstein, CFP® – President of Safe Money Alliance
Mark Goldstein, CFP®, is a distinguished financial professional and the President of Safe Money Alliance, specializing in helping retirees and pre-retirees safeguard their wealth and create financial strategies designed to ensure their money lasts a lifetime. With decades of experience, Mark has built a reputation for guiding clients through the complexities of retirement planning, wealth preservation, and financial security with a personalized, client-focused approach.
Beyond his advisory work, Mark has played a pivotal role in the financial industry by founding and leading a national insurance marketing organization that recruited, trained, and managed over 1,200 independent insurance and financial professionals. His expertise spans a broad spectrum of financial solutions, including annuities, life insurance, health and disability insurance, long-term care insurance, and Medicare supplements.
While Mark’s career is firmly rooted in financial services, his journey began in an unexpected place—the arts. A 1972 graduate of the School of the Art Institute of Chicago, he spent over two decades as a freelance artist and later served as President of The M&M Graphic Connection in Chicago. This diverse background has shaped his ability to think creatively and approach financial planning with a unique perspective, helping clients navigate challenges with innovative solutions.
Mark’s passion lies in empowering individuals to grow, protect, and transfer their wealth, always with the goal of enhancing their quality of life and providing financial peace of mind. He is deeply committed to continuous learning, staying ahead of industry trends through trade publications, online financial resources, and an impressive habit of reading an average of one investment or personal finance book per week.
Mark’s approach to financial advising is rooted in understanding each client’s unique needs, goals, and time horizons. By prioritizing education, trust, and strategic planning, he ensures that those he works with can enjoy a secure and fulfilling retirement.
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Testimonials
“Mark, you are spectacular, both as an expert and as a passionate speaker in the areas of personal finance and retirement success. Thank you so much for this exceptional opportunity to rethink my financial future. You should seriously consider putting you valuable knowledge into a book!”
Professor Jerzy Sarosiek, MD, PhD, AGAF, FACG
“Thank you so very much for educating us and treating us so respectfully. I am eternally grateful for having had the pleasure to meet you! You are an awesome individual and you possess knowledge and wisdom our world needs!”
Coach Kevin Hood
“I can see why you are so successful, Mark. When I talk with you it’s authentic. I can tell. You’re a good listener. I could go on and on but what says it best is… I’m a BIG FAN of yours. I took your lead, I trusted you, and was not disappointed. Again, I thank you for everything and greatly appreciate your financial expertise.”
Arthur Wittert
“Hi, Mark. Just wanted to let you know how awesome you are! Thank you for taking such good care of me! I’m so grateful to my cousin for introducing us to you!”
Cira Giovenco
“I just wanted to say THANK YOU, Mark, for the late hours that some of us clients create for you. THANKS for doing that for me. It speaks to your character as a businessman. May it be returned to you many-fold! I appreciate working with you and being able to have such confidence in you expertise!”
Delores Garcia
“As always, you have brightened up our lives in so many ways. We love and appreciate you with all our hearts!”
Fred and Linda Epstein
“Mark, we want to say how very thankful we are that you have been placed in our lives. Not only do we so appreciate your expertise and guidance, but we also are grateful for your transparency and generosity. You have blessed us BIG time in the area of finance. We can see also, in your wisdom, that our children and grandchildren will be blessed in their future by you expertise now, in the present. With great thanks for the blessing you and Maria are.”
Bruce and Nancy Carlson
“Mark, you really care about the people you do business with and I consider myself very blessed to have met you and to have listened to your financial recommendations. Thank you for caring so much.”
Felix McNair, Jr.
