Why do you need a Safe Money plan?
Planning for your retirement can be stressful and confusing. There ARE plans in your area that GUARANTEE no losses due to any market downturns, while at the same time allowing you to enjoy gains when the market is up. There are also plans that offer a guaranteed lifetime income you or your spouse can NEVER outlive, no matter how long you live.
Contact Us today for answers to any retirement questions and to set up a FREE, no obligation Virtual or in-person consultation to look at your options and develop a plan that will work best for your specific situation from ALL of the top rated companies in the country. Since we are completely independent, we can show you ALL of your options so you can know for sure you've got the best plan available for you and your future. We work nation-wide with clients in all 50 states.
Our services are always 100% complementary to our clients and there is never any obligation. With well over 60 years of combined experience, and under the leadership of a Certified Financial Fiduciary®, you can trust our team to work for you. Contact Us today to get started, or set an appointment with one of our certified experts now by clicking here.
How We Help Our Clients
Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".
Peace of mind that comes with retirement income that's guaranteed to last as long as you do!
Safe Money Retirement:
Your Game Plan for Success
When it comes to getting safer with your retirement, sometimes the first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new.
Now you can read all about Tim's Safe Money strategies and how he’s helped hundreds of retirees just like you protect their nest egg from the many risks in retirement in his best-selling book by requesting a free copy today.
You'll learn what the 3 key pillars to a successful retirement plan are and why it's vital to work with an independent, Certified Financial Fiduciary®. You'll also learn how to create a guaranteed lifetime income that can't be outlived and which plans offer market-like or fixed gains with no losses, ever!
Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule…
Request your FREE copy of Tim's book today or click here to purchase it from Amazon.