Our Team
At Safe Money Concepts, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Scott Edward Sidor Financial Advisor
Services
At Safe Money Concepts, Inc., we can offer you the following products and services:
We can also refer you to professionals who provide the following services:
Trust Probate, Charitable Giving, Tax Planning, IRA Legacy Planning, Wealth Management, Estate Planning
Safe Money Concepts Financial Services, Inc. is our name and refers only to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Insurance products are offered through the insurance business Safe Money Concepts, Inc. Safe Money Concepts, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Safe Money Concepts, Inc. are not subject to investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Safe Money Concepts, Inc. is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Come Meet with Us
To learn more about Safe Money Concepts or to schedule a no-obligation meeting, contact us today!
