Our Mission
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We specialize in helping our clients protect the "conservative" portion of their assets... that portion that they simply cannot afford to lose. We offer a number of options, including guaranteed annuities, to help safeguard your hard-earned money.
Our objective is:
1. Guaranteed safety of principal
2. Tax-deferred and tax-free accumulation
3. Avoiding the cost, publicity, and delay of probate
4. The reassurance of a guaranteed retirement income you cannot outlive
We endeavor to know and understand your financial situation and provide you with the absolute highest quality of information, services and products to help you reach your goals.
The 2000-2002 Dot-Com crash and the 2007-2008 Financial Crisis were generation killers. The damage to investor psyches may well be similar to that caused by the Great Depression and the bear markets of the 1970s... and may keep individual investors leery of investing for decades.
However, they won't be able to run to the banks and earn the high safe yields that they could have received in the 1970s.
Fortunately, SAFE-Money Alliance specializes in "safety-first" alternative strategies that still offer the potential for higher yields and the protection of principal and credited interest from market loss.
We are strongly committed to helping our clients achieve their financial goals without market risk. Many were referred to us because they are no longer willing to accept the short term losses that are an inherent risk of owning stocks. They are no longer comfortable with mutual funds, but because interest rates on CDs are so low, they don't know what to do with their money.
Enter SAFE-Money Alliance. We offer a wide range of innovative and powerful financial products and services to individuals and business owners. Our clients are able to "link" their earnings to the future performance of a stock market index and, at the same time, eliminate the losses associated with stock market risk. Plus, by repositioning their funds into our indexed products, they are able to defer current income taxes.
Please call us if you have any questions about our firm, the range of financial products and services we provide... or would like to receive a complimentary information kit.
