CREATING A SAFE PLAN FOR YOUR RETIREMENT!
INTRODUCING
SAFE RETIREMENT PLANS, LLC
We are a company that aims to serve our clients by helping them reach their goals in all areas of their financial & estate planning needs! Our goal is to help each client protect their assets from any unnecessary spenddown and provide guaranteed lifetime income through a variety of safe money products.
HELPING CLIENTS REACH
THEIR GOALS!
ESTATE PLANNING SERVICES
Safe Money Options
Show you ways to diversify your portfolio to grow
your monies with no market risk of losing any
monies, and eliminating high advisor fees.
Long Term Care Planning
Advantage of Asset Based Long Term Care options VS purchasing a LTC insurance policy. How to protect assets from Medicaid spend-down and qualify for federal and state benefits.
Estate Planning
Educate you on how to minimize nursing home spend-down & taxes, probate avoidance, will creation, POA's, trusts, and deed management.
Retirement Planning
How to create guaranteed lifetime income that you cannot outlive. How to replace any income lost when the first spouse passes away.
Tax Free Wealth Transfer
How to take advantage of tax benefits that can create tax-free VS taxable wealth transfer to your loved ones.
Legal
Services
Educate you on the important legal documents that are necessary when doing estate planning. Pros and Cons of revocable trusts vs irrevocable trusts.
what you need to know about retiring comfortably!
select from our free
retirement guides!
-
6 Strategies To Help Retirees Reduce Taxes And Preserve Their Assets
-
The Best Way to Buy, Sell, or Replace Your Life Insurance
-
Annuity Owner Mistakes: Tips and Ideas That Could Save You Thousands!
-
Avoid Mistakes in Buying Long-Term Care Insurance
-
CD Shoppers' Guide
-
For Those Who Want to Prosper & Thrive in Retirement
-
How Wealthy People Use Professional Money Management
-
How to Maximize Your Social Security Benefits
-
Retire SMART: A Simple Guide to Retirement
-
Six Best and Worst IRA Rollover Decisions
