Welcome to Safe Money Strategies!
The biggest challenges facing families today are: How do I pay for my children's college and what is the best way to secure my retirement? At Safe Money Strategies we have developed a cohesive strategy that will provide long term solutions for these challenges.
Retirement Strategies
As retirement 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.
College Funding Strategies
Concerned, even worried, about paying for college...
Students and parents, are you looking for answers regarding funding, deadlines, and applications? What about colleges, majors, and careers? The list just seems to go on and on and the confusion and concern seem to mount much too quickly!
Would you like to save time, eliminate stress, and find everything you need - all in a proven, easy-to-follow plan? We have solutions!
Through years of research and hands-on experience, we have developed our College Funding Strategies. No wild promises or quick fix ... instead, a program that has proven successful for thousands of families.
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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