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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are four very good reasons to start investing. Do you know what they are?
Try these activities to keep your brain sharp.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
What are your options for investing in emerging markets?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Investors seeking world investments can choose between global and international funds. What's the difference?
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?