Protect Your Wealth, Now & Into the Future.
We’re here to help you find the financial solution that’s right for your needs. Safe Wealth Plan will help you protect your wealth through annuities, insurance, and other safe money investments.
Understand & Navigate Safe Wealth Strategies
When it comes to saving and investing your money, it’s important to consider both the potential return on your investment and the level of risk involved. Our Safe Money strategies help you preserve wealth.
Annuities
There are many options when looking at annuities to fit your goals. Make sure you understand your options.
Life Insurance
Learn more about Indexed Universal Life Insurance (IUL) and how it may benefit you into the future.
Wealth Transfer
Ensure that your money goes where you want it to go so that your loved ones have a secure financial future.
Latest Safe Money Articles
How to Create a Retirement Budget
Everyone dreams of a comfortable retirement. Unfortunately for many, poor planning leads to insufficient retirement savings. According to the Congressional Research Service, in terms of
What Is the Sequence of Return Risk?
In its most basic sense, retirement planning is about playing the “bidding time” game. You sequentially put money into your investment, wait for it to
Straight Life Annuity
Every working adult intends to have a retirement plan that will serve their needs once they retire and cannot work anymore. As the years go