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Services

  • Retirement Income Planning

  • College Planning

  • Life Planning

  • Career and College Coaching

Safe Money Advisory
 
 
We help our clients find equity and hidden income strategies that often exist in their personal financial situations without their knowledge.
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From helping you plan for a college education to retirement, we do it all. With over 30 years of experience in the financial world, we understand your concerns. That is why we tailor each plan to each client, ensuring that we address all concerns such as: outliving retirement funds, ability to afford a college education, fear of another 2008, and more. 
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And we are not just another financial company. We help you, as a person, plan for your future. Using Positive Psychology principles, we help you find your authentic self in order to help you find the right career or college degree for you. We will also aid in helping you achieve your goals by coaching you through the college processes and obtaining your dream career.

 

 

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We prefer the green line. Which one do you like?
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The "Real Benefits" of Indexed Annuities with the Annual Reset Design

This graph is based on actual credited rates for the period shown on the Index 5 product from American Equity Insurance Company

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