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 investments through annuities, insurance, and other safe money investments.
Understand & Navigate Safe Wealth Strategies
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
What To Do If Your 401k Is Losing Money
If you’re like many of us, you’ve been on a wild ride in the markets this year, and you may have seen your 401(k) account
Do Annuities Receive Favorable Tax Treatment?
Annuities are an investment that many consider, especially during retirement. One of the reasons people choose it is because it is a low-risk vehicle. However,
Non-Qualified Annuities (Everything You Need to Know)
It’s no secret that in today’s marketplace, annuities are evolving. Most notably, there has been a massive shift from the traditional, qualified type of annuity