About Us

Safe Wealth Plan’s® goal is twofold, first we strive to educate the public on our retirement income planning method which is designed to protect retirement assets, ensure retirees don’t outlive their retirement savings and to provide educational knowledge on the products used to construct a Safe Wealth Plan®.

Secondly, we work with licensed agents and investment advisors to educate them on the Safe Wealth Plan methodology. The Safe Wealth Plan® network of licensed agents and investment advisors is a national organization of independent professionals who have completed the Safe Wealth Plan training and certification program. Safe Wealth Plan certified professionals are committed to educating the public about Safe Wealth Planning® to help keep their retirement wealth safe and ensure they don’t outlive their retirement savings. We can connect you with a certified Safe Wealth Plan agent or investment advisor to discuss how you might put a Safe Wealth Plan in place today.

If you’re a licensed agent or investment advisor interested in getting Safe Wealth Plan certified, click here.

Safe Wealth Plan is owned and operated by AMARK, LLC an affiliate of Alto Financial Group, a full-service retirement planning company with agents and investment advisors nationwide. Alto Financial Group’s highly trained agents and advisors specialize in helping their clients understand how a holistic retirement plan can be assembled to address income gaps for their retirement and ensure their family is protected in the event of a tragedy.

Meet Benjamin Hulburt

Benjamin Hulburt has over twenty years of entrepreneurial and financial experience. He has founded and grown two successful publicly traded companies into multi-billion dollar enterprises with a unique set of experiences in finance and the financial markets having led numerous public financing offerings on both the NYSE and the NASDAQ. After selling his second public company, Mr. Hulburt entered the financial services industry after many years as a public company CEO having gained invaluable experience in the financial markets. He has appeared on CNBC multiple times and was named to Fortune Magazine’s Top 40 Executives Under 40 in 2013. He is a founder and Managing Partner at Alto Financial Group where he has been instrumental in ensuring that financial education is the highest priority for their advisors and agents nationwide. He began his professional career as an active duty commissioned officer in the United States Army, leaving the service holding the rank of Captain. He received his Bachelor of Science degree in Finance from Pennsylvania State University, was awarded the Ernst & Young Entrepreneur of the Year 2010 in the Western Pennsylvania Region, and is a financial instructor with the Council of Financial Educators (a 501(c)(3) no profit organization).

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