Since 2012, we have helped people just like you prepare for a financially confident retirement. Our goal is to help you achieve the retirement lifestyle and financial security you deserve.
This begins with clear, honest, and objective financial education. We are here to help you understand safe retirement financial strategies, using vehicles with contractual guarantees like annuities and life insurance, and how they may help you attain your goals and objectives.
How We Benefit You
At SafeMoney.com, you have the power of objective information on safe financial strategies, local relationships with knowledgeable financial professionals, and national resources. Your local agent or advisor:
- Specializes in financial retirement planning
- Understands you and your unique objectives
- Actively collaborates with you to achieve your income and financial goals
- Develops a personalized strategy for your future
- Knows proven Safe Money strategies
- Communicates with you about progress and any changing priorities
Not only do you have access to a nationwide network of financial professionals. You can turn to SafeMoney.com for independent, objective information on retirement planning fundamentals, and strategies to help you enjoy guaranteed lifetime income, reliable wealth protection, efficient capital preservation, and other objectives for a comfortable retirement lifestyle. We were started by an insurance marketing company, with 15 years in the business, to be your open-book on the financial services and insurance industries.
SafeMoney.com: A Complete Educational Resource
As an online educational resource, SafeMoney.com aims to help you understand retirement planning success is well within reach. 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.
Financial professionals featured on SafeMoney.com develop personalized retirement plans which preserve wealth, offer guaranteed income, are tax-advantaged, and earn interest without being subject to costly market downturns. Come and connect with a “Safe Money Expert,” or a retirement planning strategist specializing in vehicles offering more income and financial safety than the volatility of stocks, mutual funds, or other market-based instruments. If you’re interested in a no-obligation consultation or have any inquiries, please don’t hesitate to contact us.
SafeMoney.com is a financial education platform focusing on retirement planning, particularly around annuities and life insurance products.
This site offers a wealth of resources aimed at helping retirees and those approaching retirement make informed decisions about their financial futures. Key areas covered include different types of annuities, their pros and cons, life insurance options, estate planning, and retirement income strategies.
This website emphasizes the importance of understanding various financial instruments and their roles in a secure retirement plan. It highlights the need for personalized advice by providing access to independent financial professionals who can offer tailored guidance based on individual financial situations and goals.
In addition to educational content, SafeMoney.com provides tools and services such as annuity reviews, financial planning seminars, and a professional directory to connect with financial advisors. The site also encourages engagement through newsletters and offers detailed guidebooks on specific topics like annuities, which outline everything from the basics to more complex aspects like income riders and investment strategies​​.
Overall, SafeMoney.com serves as a comprehensive platform for those seeking to enhance their financial literacy and security as they plan for retirement.
SafeMoney.com distinguishes itself in several ways that make it unique among financial education websites:
- Focus on Annuities and Safe Money Strategies: Unlike broader financial education platforms, SafeMoney.com specializes in annuities and “safe money” strategies, which are conservative investment approaches aimed at preserving capital. This focus is particularly appealing to retirees or those nearing retirement who prioritize capital preservation over higher-risk investments.
- Independent Financial Professional Network: SafeMoney.com provides access to a network of independent financial professionals. This network is designed to offer unbiased, personalized financial advice, unlike some platforms that may be tied to specific insurance companies or financial products.
- Educational Resources on Specific Financial Products: The site offers detailed, user-friendly guides and articles specifically about annuities, life insurance products, and related financial planning topics. These resources are aimed at educating users thoroughly about these products, including the benefits, drawbacks, and how they fit into a broader retirement strategy.
- Interactive Tools and Personalized Assistance: SafeMoney.com also features tools like the “Find a Financial Professional” service, which directly connects users with advisors suited to their needs. This service, combined with other interactive elements, enhances the user’s ability to engage with content and professionals in a meaningful way.
These features make SafeMoney.com a valuable resource for individuals looking for detailed information and personalized advice on conservative investment strategies and retirement planning. Other sites like Investopedia or NerdWallet may provide a broader range of financial topics but may not delve as deeply into niche areas like annuities or provide a direct link to independent advisors.
Use our Find a Licensed Advisor section to connect directly with an independent financial professional, and to request a personal strategy session to discuss your needs and goals. And should you have any questions or concerns, call 877.476.9723.
