Hope is Not a Strategy. You Need a Plan.
Our team specializes in helping clients find confidence and excitement for their futures — but we also believe that optimism depends on strategic planning, not merely hoping for the best. Yet, we often find that people come to us with a vague sense of where they are and what they need, and in reality, they’ve not built a path toward a solid retirement.
We can help you go beyond relying on hope by constructing a strong retirement foundation with strategic planning and guaranteed income. Learn more about Our Services, and then contact us for your free, no-obligation retirement review. With our Retirement Analyzer software and personalized guidance, you’ll gain a clear picture of your financial life and what strategies can help ensure you don’t outlive your money.
Income Planning and Social Security
Live comfortably in retirement with predictable income that avoids market risks — while maximizing your Social Security benefits.Learn More
Learn how to preserve your health and save your assets with proactive Medicare strategies.Learn More
Long-Term Care Insurance
Deepen your financial strategies and protect your health, assets, and family with the right insurance coverage.Meet our Team
"Your Safe Money Experts"
At Safe Money Solutions, we bring caring, straightforward guidance to individuals, families, and business owners who are approaching or entering retirement. Our clients have worked hard throughout their careers, and they need hands-on support to help ensure they can enjoy the fruits of their labor.
We will help you answer key questions, such as:
- When can I retire?
- How much income do I need in retirement?
- Can I maintain my lifestyle when I stop working?
- What Medicare options are right for me?
- How can I protect my loved ones and myself?
AT WHAT AGE WILL YOUR MONEY BE GONE?
Free Retirement Analyzer Consultation
Call Us Today: 806-242-0550
"Your Safe Money Experts"
At Safe Money Solutions Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Building Your Legacy
A four-step framework for building a personal legacy.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Healthy habits are one of the greatest gifts to give your child.
Calculating your potential Social Security benefit is a three-step process.
Don't let procrastination keep you from pursuing your financial dreams and goals.
If you find it hard to attain personal life goals, there’s an app for that!
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When considering life insurance, it's important to understand your options.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?