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.
Universal Life
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
Annuity vs 401k: What’s the Difference?
Annuity vs 401k, always part of the topic of conversation with retirement. These are two separate ways to ensure you get income after you stop
The Impacts of Inflation on Retirement
Since 2021, the world has been in hyperinflation, and there’s no sign that we’ll return to the regular rates that were present in the past
What Is a Single Premium Immediate Annuity (SPIA)?
A single premium immediate annuity, or SPIA, is a type of annuity that offers the annuitant a guaranteed stream of income. It is a contractual