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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A quick look at how federal income taxes work.
Beware of these traps that could upend your retirement.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you know how to set up your financial goals for success? This knight does.
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: Right Now.