Broker Check


Safety, growth, and income are our primary focus on your behalf.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use insurance products, such as fixed annuities, to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.

At Safe Money Concepts, Inc., we can offer you the following products and services:

  • Retirement Income Strategies

  • Asset Protection Strategies

  • Annuities

  • Life Insurance

  • Tax-Efficient Strategies

  • Long-Term Care Strategies

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

  • IRA Legacy Planning

  • Wealth Management

Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.

You Need a Plan

These days, thanks to new prescription drugs and medical technology, people are living longer than ever
before. However, one drawback to a longer life is the greater possibility of outliving your savings creating
all the more reason to develop a strategic plan that continues to work for you no matter what the market
environment. Consider these four components of a comprehensive financial plan:

  1. Growth
  2. Preservation
  3. Spend
  4. Exit

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  309-848-9025