- Temple University
We are the most qualified and trusted independent financial network of 'Safe Money Experts' in America. We have selling agreements with almost every top rated independent insurance carrier offerring life insurance and annuities, so that we can offer the most non biased advice. We have had the opportunity to see this industry from every angle: as financial advisors, as consumers, as consultants and currently as wealth planners to the consumer, and financial coaches to independent financial service professionals around the country. We have had countless opportunities to see the difference that great financial advice can create. We educate the general public as well as the independent financial service professionals on Safe Money Alternatives to Banks, CD's, Mutual Funds, Stocks, Bonds etc. We provide back office support and product advice to our independent network of financial professionals in order to create the best possible gauranteed retirement plan for their clients.
SafeMoney.com is an educational resource that has been created to assist you in seeing through the confusion called the financial industry. Unfortunately, we have witnessed what can happen when people receive mediocre financial guidance: costly, unnecessary mistakes that put clients goals and dreams at risk and in jeopardy. Inspired by these experiences, we have built an independent network of top financial professionals around the country. Through our Safe Money Approved qualification process, we introduce those financial advisors to successful families whom they are very well qualified to serve.
The mission of this SafeMoney.com is to help you see through the smoke screen of retirement planning and help you get back to the basics, so that you can truly create a plan that is guaranteed to fulfill your expectations. The products discussed on this website have most likely never been explained to you by your existing broker, because he/she is limited in knowledge, and the freedom to look out for your best interest first. If you are in need of a financial plan with an emphasis on principal protection, a hedge against inflation and a guranteed lifetime income you cannot outlive, I’d encourage you to take a close look at the information provided on SafeMoney.com and ask us anything on your mind!
Starting SafeMoney.com has not been easy, but it’s been a long time coming and I hope the thousands of people we advise each year will help to create a change in this industry and the way people just like you, get the financial advice they deserve. Phone calls are always free, 100% confidential, and there is never an annoying sales pitch. Just good, quality advice, to help point you in the right direction. 877-GROW-SAFE (476-9723)
- Safe Money ResourcePresident, 2005 - presentSafeMoney.com is an educational resource that has been created to assist you in seeing through the confusion called the financial industry. Unfortunately, we have witnessed what can happen when people receive mediocre financial guidance: costly, unnecessary mistakes that put clients goals and dreams at risk and in jeopardy. Inspired by these experiences, we have built an independent network of top financial professionals around the country. Through our Safe Money Approved qualification process, we introduce those financial advisors to successful families whom they are very well qualified to serve.
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