It is the mission of Safe Money Strategies, Inc. to give working families the necessary information to make a fully informed decision in the areas of highest concern to American Families. College Funding and Retirement Planning.
Glenn R. Lester, R.F.C., C.C.A.
Glenn is currently the CEO/President of Safe Money Strategies, Inc. He earned a BS degree (Economics) from West Texas A & M University. His graduate studies were in Economics; Chartered Life Underwriter Curriculum (principles of retirement investing and income planning, life insurance planning, securities investment principles and law, pension planning, income taxation law) the American College Bryn Mawr, PA. Mr. Lester started his career in the Financial Services in 1975. His 44 plus years of professional experience is in retirement planning for owners and employees of business and corporations. Experience includes all areas of defined contribution and defined benefit arrangements with an emphasis on tax mitigation strategies. Safe Money Strategies, Inc. specializes in providing guaranteed lifetime income for its clients.
In addition to being a Registered Financial Consultant (R.F.C.) Glenn is also a Certified College Advisor (C.C.A.) Safe Money Strategies has formed a strategic partnership with College Funding Solutions Inc. This partnership allows Glenn to provide a comprehensive college planning service, including, FAFSA filing, Student Aid Report, and a Funding Strategy report that enables families to maximize aid and minimize out of pocket costs.
Douglas T. Hawkins, Attorney at Law
Doug serves as legal and financial counsel to Safe Money Strategies, Inc. as well as maintaining a private practice of law. Mr. Hawkins earned the Bachelors degree from East Central University in Oklahoma and a Doctor of Legal Letters from the Salmon P. Chase School of Law in Lexington, Kentucky. He has earned the Certified Financial Planner designation. His experience includes personal and business financial and retirement planning. His current practice includes estate and elder law planning including legacy planning with implementation of wills and trusts. Mr. Hawkins also services as an adjunct professor of the College of Financial Planning.
Chris started his career in the financial services industry in 1995. Chris brings a wide range of knowledge to the firm and has spent most of his time throughout his 20 years in the industry face to face with clients. He spent 3 years working as a marketing consultant and operations manager for a national insurance marketing firm in Addison, Texas. While there, Chris trained agents all over the country in areas such as long term care planning, income planning, asset preservation, premium financed life insurance, medicaid spendown, medicare supplements, as well as many other facets of financial planning. He has worked with thousands of clients both directly and indirectly, showing them safe money strategies for income planning.
Chris and his wife, Shereen, have 3 children and have lived in Rockwall, Texas since 1998. They attend Lakepointe Church where Chris has played the bass guitar in the church band for 21 years.
Safe Money Strategies, Inc.
5500 Bluebird #100
Amarillo, TX 79109
You can reach us during the following hours:
9:00am to 5:00pm
Monday - Thursday
9:00am - Noon
We observe all National Holidays.