The game of retirement is won by protection.
If everything you believed to be true about money turned out not to be true, when would you want to know? Learn the strategies to protect and grow your money in the most tax-advantageous, risk-free manner. We look at your retirement differently. We are your safe money people.Take our Retirement Assessment
Cutting-edge concepts and strategies so you can be protected and prepared for the 21st century (post-pandemic) economy.
Comprehensive and unbiased information on wealth building strategies which allow you to make confident decisions.
Building brighter financial futures and providing peace of mind for individuals, families, and business.
These are the results from the Insurance Barometer Study, a national survey conducted by LIMRA and the LIFE Foundation organization. Do you fall into any of these categories?
What can I do to get started TODAY?
Should I have a lot of money before starting to plan?
When should I start planning?
"James reviewed my life insurance policy and was able to get me almost TWICE the coverage, keep ALL my cash value, and I now pay NO MORE PREMIUM! All I had to do was schedule a time to have someone come to me to give me a free physical - amazing!"
- Jerry P., Mission Viejo, CA
Retirement Ready Educational Program
Your Safe Money People is offering you a wealth of financial education that includes, "Retirement Ready" all you need to know when it comes to planning for your retirement. Become my next student today!
- Short, consise videos in 9 modules of education
- Unbiased and independent information
- Answer the 4 most important questions about your reitrement
- Clear understanding as to what you need to do now
Free Estate Planning Guide
A 25-page directory to organize your financial life like never before for you and your loved ones!
100% Privacy guaranteed! We will not share your information anywhere.
Your FREE Gift
Get an Estate Planning guide and answer the four most important questions about your retirement!