The Safe Money Place is a financial advisory firm dedicated to helping individuals, particularly those nearing or in retirement, protect their assets and ensure a stable financial future. Their core mission is to provide "safe money solutions" that safeguard principal from market volatility while generating reliable income. They primarily achieve this through a focus on annuities, life insurance, and other investment strategies designed for capital preservation and guaranteed lifetime income. The company acts as an advisor, guiding clients through the complexities of retirement planning to help them achieve their financial goals without worry.

Founded in

United States