|Safe Money Concepts, LLC|
|While many investment and financial planning firms tend to play "follow the leader" recommending the same line of products such as mutual funds, variable annuities, stocks, etc., we believe in a different approach.
Listed below are a few of the benefits our program provides:
* Protect retirement assets against
stock market loss
* Transfer of risk to insurance
* Client education of available options
* Eliminate sales charges and fees
* Importance of income planning in
* Tax effecient transfer of wealth
* Tax-deferred growth
* Avoid probate at death
Should you be interested in learning more about our process, simply send your name and address to the email address below.
Thank you for your interest!
Currently available to residents of Indiana only.
Check back periodically for our revised webpage containing product and contact information.