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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Simple steps may help you foil hackers and protect your privacy.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
What can be learned from the savings rate?
When considering life insurance, it's important to understand your options.
Healthy habits are one of the greatest gifts to give your child.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.
How do the markets usually react to elections? Was the 2016 election any different?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
There are a few things to consider when buying or leasing your next vehicle.