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Virtual Appointments
With all the uncertainty in the world today, our team at Safe Money Retirement® has executed a plan that will allow for a safe and very personalized virtual appointment process.
There are multiple options, starting with a phone call (833) 413-SAFE. Options with video are available as well as long as you have a device (can be laptop, tablet, iPad, cell phone, desktop, etc) that has an Internet connection and a webcam and mic, we can meet essentially the exact same as if we were face-to-face. This process allows us to work with clients from all 50 states securely, confidentially, and easily. However you choose to meet virtually, we make it simple and stress-free. Don't let world events or trying to find someone locally stop you from making and executing your own Safe Money Retirement plan. We're here to help and to make it easy! |
