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About Safe Money Solutions

At Safe Money Solutions, our mission is to empower individuals and families to secure their financial future with absolute confidence. We understand that financial planning can be overwhelming, so we have developed a comprehensive approach that simplifies the process and maximizes results. Our focus is on growing and safeguarding your assets, creating a reliable source of lifetime income, and building tax-free wealth for the long term.
 
What sets us apart is our experienced team of financial experts who are dedicated to understanding your unique goals and crafting personalized strategies to suit your needs. We believe that every individual’s financial journey is distinct, and that’s why we take the time to tailor solutions that fit you perfectly.
 
With Safe Money Solutions as your trusted partner, you can take control of your financial destiny and embark on a path towards a more secure and prosperous future. Let us guide you through the complexities of financial planning, so you can achieve your dreams and enjoy lasting peace of mind. Together, we’ll create a roadmap to success and ensure that your financial goals become a reality.
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution and legacy planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.
 
Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely and most importantly providing lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.
 
Michael is a former educator, so naturally his approach in working with clients is through guidance and educating. He enjoys spending time with family, traveling, hiking, biking, and reading.