We work for you, not Wall Street!

 

“Our loyalty is to our clients, and that will never change. We have earned their faith and trust by looking after their best interests. You can always expect that from us. We expect nothing less than the best from ourselves.”

​

Safe Money Advisory, LLC offers customized Personal Benefit Analysis that assists our clients in maximizing their benefits with certainty in their retirement plans. Our focus is to help make sure you don’t leave any stone unturned and to maximize your choices in your pathway to retirement. Leaving no stone unturned needs to include inflation, tax strategies, social security, estate planning and other considerations which help reduce the danger of running out of money in retirement. Most of your decisions are final or permanent, so choosing carefully is of the utmost importance. This strategic approach allows us to stress test your retirement plans, not only today, but into the future

 

To achieve your financial goals when planning your retirement, it’s crucial you work with a consultant who has comprehensive knowledge and experience in your federal benefits.

​

The Safe Money Advisory team has earned the Federal Retirement Consultant℠ (FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.

​

To remain as FRC℠ professionals in good standing listed on FINRA, we must adhere to an established Code of Ethics and mandatory continuing education plus yearly testing.

​