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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? Safe Money Solutions the Radio Show

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?

 

 

 

 

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.

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Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Saving for College 101

Here’s a crash course on saving for college.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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