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Call Us: (806) 242-0550

More Americans 50+ fear running out of money than dying. Do you know what you will need in retirement? Are you on track for the future you desire?

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.

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Medicare Planning

Learn how to preserve your health and save your assets with proactive Medicare strategies.

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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?







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.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

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Learn more about taxes, tax-favored investing, and tax strategies.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Rule of 72

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.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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