At SafeMoneyMix.com, our mission is to empower individuals and business owners to make smart, secure financial decisions with confidence. We focus on strategies that prioritize safety, flexibility, and liquidity, helping you build a stable financial future without unnecessary risk. We believe retirement planning should be grounded in low-risk, dependable solutions—not speculation that could put your future at stake. Our offerings combine a carefully selected mix of financial products, personalized services, and expert guidance from trusted industry professionals.
Retirement Income Strategies
Discover how to create a secure, predictable income stream that lasts throughout retirement—so you can focus on living, not worrying.
SafeMoneyMix.com offers a connection to an established and reliable network of investment advisors, insurance agents, tax and legal experts. Prioritizing education, trust, and regulatory compliance, we work together to streamline the process for clients to discover, compare, and engage with multiple entities efficiently.
Life insurance may provide some comfort for the policyholder because their loved ones will receive a death benefit when they pass away. It can also offer a number of benefits that may make it a valuable tool.*
While there is no shortage of things to plan for in retirement, it’s critical to address your health concerns by crafting a comprehensive health care strategy. There are various ways to accomplish this, with Medicare being the most important for many Americans.**
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
It can be beneficial to have a plan to be able to fund long-term care, should you need it at any point in your retirement. We are here to help you prepare for a long and comfortable retirement.
The unique challenges women face when it comes to retirement can be puzzling. Understanding these challenges is key to overcoming them. Piece by piece, you can put together a retirement strategy that aligns with your goals — you just have to know how everything fits together.
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Policy loans and withdrawals will reduce available cash values and death benefits and may cause the policy to lapse or affect any guarantees against lapse. Additional premium payments may be required to keep the policy in force. In the event of a lapse, outstanding policy loans in excess of unrecovered cost basis will be subject to ordinary income tax. Withdrawals are generally income tax-fee, unless the withdrawal amount exceeds the amount of premium paid. Policy loans are not usually subject to income tax unless the policy is classified as a modified endowment contract (MEC) under IRC Section 7702A. However, withdrawals or partial surrenders from a non-MEC policy are subject to income tax to the extent that the amount distributed exceeds the owner’s cost basis in the policy. Tax laws are subject to change. Clients should consult their tax professional. Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting.
**Contact us today to schedule a complimentary consultation to discuss your retirement strategies. If you are interested in Medicare Health Plans, I understand that a licensed agent may contact me regarding Medicare Health Plans including Medicare Supplement, Medicare Advantage, and Part D Prescription Drug Plans.
Educational Resources
As Safe Money advisors, we’re committed to helping you navigate retirement with confidence. Our platform connects you with the tools, education, and expert guidance you need to make informed decisions—without the pressure of high-risk investing. We simplify complex financial topics so you can feel confident in your choices. Our safe money experts offer easy-to-understand insights on:
Free Guidebooks & Tools
Take advantage of our free resources, including:
- Expert guidebooks
- Planning checklists