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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Tips to avoid checking in luggage on your next vacation.
Don’t overlook the need for renter’s insurance if you rent your home.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The uncertainties we face in retirement can erode our sense of confidence.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.