Welcome to Safe Money Strategies!
Our mission is to empower our clients to achieve long term financial success by partnering with and educating them on safe, secure, and proven financial strategies. These strategies have a proven track record of creating and conserving wealth.
Individual Strategies
As wealth strategy specialists, we believe that our clients need to see their wealth grow, but cannot afford to lose money and risk the security of their financial future. That is why we support sound, financial principles and prioritize safe money strategies over speculative or risky strategies. Using our advanced planning strategies, NOT ONE OF OUR CLIENTS HAVE EVER LOST A DIME due to market volatility. If you think this is too good to be true, come by for conversation over coffee and we’ll show you how we are different from other financial advisors…
Business Strategies
Advanced Tax and Benefit Strategy
The majority of American business owners are unknowingly and unnecessarily transferring their wealth in the form of outdated business structures and excessive taxes. With the use of advanced ERISA
tax strategies it is possible to reduce your ongoing tax burden by 35 to 45 percent year after year. Our experts in ERISA law and corporate tax will custom design an IRS approved strategy to maximize
the tax savings.
IRS Circular 230 Disclosure
To ensure compliance with requirements imposed by the Internal Revenue Service, you are specifically advised that any U.S. federal tax advice presumed or actually contained herein, including any attachments, illustrations, and hypothetical examples, is not intended or offered to be relied upon by a particular tax payer, and cannot be used or relied upon for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter, addressed, discussed, illustrated, or set out herein.
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