Financial Services
The S.A.F.E.R Money System
Sound Advice for Everyone's Retirement
Using our five-step S.A.F.E.R (Sound Advise For Everyone’s Retirement) Money System process, we will design a financial plan to help you navigate to and through retirement according to your needs and goals.
Step 1
Visualize your ideal future
Together, we’ll explore your dreams, goals and options for your ideal retirement and identify any potential challenges and concerns.
Step 2
Identify a sustainable strategy
We’ll review your current assets and allocations, discuss priorities and develop a strategy that best fits your needs, resources and risk tolerances.
Step 3
Formalize your strategy
We’ll document your agreed upon realistic and achievable financial goals that have the highest probability of attainment.
Step 4
Implement your S.A.F.E.R. Money Approach
We’ll use our defensive approach to protect your assets and manage risk to create the income, safety, growth and liquidity that you desire.
Step 5
Monitor for lifes changes
As the years pass, your personal and financial situation may change. In addition, markets, taxes, inflation, and other factors may affect your investments. We will monitor your situation and how it relates to the current investment climate.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.