About SafeMoney.com

safe money about usSince 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

US map resizedAs 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.

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.

Next Steps to Consider

  • Start a Conversation About Your Retirement What-Ifs

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    Start a Conversation About Your Retirement What-Ifs

    Already working with someone or thinking about getting help? Ask us about what is on your mind. Learn More

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    What Independent Guidance
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  • Stories from Others
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    Stories from Others
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    Hear from others who had financial challenges, were looking for answers, and how we helped them find solutions. Learn More

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