Safe Money Resource (“SMR”) is an independent financial advisory firm specializing in safe retirement financial planning strategies. Our mission is to help our clients attain a more secure and comfortable retirement. Founded in 2006 by Brent Meyer and Craig Rosof, SMR has educated, advised, and served thousands of clients throughout the United States.
Retirement income planning is a precise, detailed, and collaborative process. You deserve assistance from experienced, trustworthy wealth planners in creating a financially confident retirement lifestyle. As an independent financial services organization, SMR emphasizes strong client relationships with quality service, integrity, transparency, and responsibility.
To this end, Safe Money Resource helps clients understand their retirement options and evaluate their risk tolerance. After a careful analysis of these requirements, we provide personalized recommendations on which insurance and investment strategies may be the best fit for the client’s needs, goals, and situation.
A Unique Mission
Over the years, the Same Money Resource team has seen the industry from every angle: as financial advisors, consumers, consultants, wealth planners for the consumer, and expert coaches to the independent financial services professional. Unfortunately, we have witnessed what can happen when people receive mediocre financial guidance: costly, unnecessary mistakes that put clients' goals and dreams at risk and in jeopardy.
These experiences drove Safe Money Resource to build a nationwide network of proven affiliated, independent retirement specialists. Via the “Safe Money Approved” qualification process, we connect experienced, knowledgeable, independent, client-minded agents and advisors to baby boomers and seniors needing retirement planning help.
Today, SMR works closely with these independent agents and advisors, bolstering the firm’s mission of helping every client make retirement security a lasting reality.
SafeMoney.com: A Complete Educational Resource
At Safe Money Resource, we believe retirement security begins with consumer empowerment. Via SafeMoney.com, Safe Money Resource educates retirees, workers, their families, and independent financial professionals on proven, effective Safe Money Strategies.
SafeMoney.com is an open book to the financial services industry. It’s intended to help you beat back the smoke-screen of retirement planning and get back to the basics, so you can create a retirement lifestyle which exceeds your expectations.
SafeMoney independent advisors focus on creating comprehensive plans which preserve wealth, offer sound growth, are tax-advantaged, and earn interest without being subject to costly market downturns. We are the nationally recognized "Safe Money Experts," or retirement planning strategists specializing in vehicles offering greater wealth security than the volatility of stocks, mutual funds, or other such assets. If you’re interested in a no-obligation consultation or have any inquiries, please don’t hesitate to contact us.
All the best,
President and Co-Founder
Safe Money Resource, Inc.
Call us today at 877.GROW.SAFE (877.476.9723) for immediate assistance.