Retirement Planning:

Imagine you are given this huge 1000 piece complex puzzle to put together. How difficult would it be if you didn't have the box to look at or worse you were missing pieces?

 

We believe your retirement is like a puzzle and we are here to help you put the puzzle together. We have a clear, proven method of building your nest egg with four simple steps.

1. Help you develop a clear picture of your retirement

2. Find all the required pieces

3. Develop a clear set of instructions for putting it all together.

4. Understand how all the pieces work together to create a beautiful retirement masterpiece.

With these simple steps retirement will become mire child's play.

 

Insurance:

Protecting yourself and family from the unexpected. We independently shop for the best price with the best rated companies to help provide you with the the coverage you need.

 

Wealth Management:

You have amassed some funds in various accounts. Maybe you have some stocks, a little in mutual funds, some 401(k) assets, and you might even have some in an IRA you rolled over. How do you invest these funds? Are you going by what your brother-in-law says? Or a stock tip from some guy screaming on TV?

 

Our team of investment professionals actively manage our client's portfolios. We utilize various methods and strategies to protect your downside while taking advantage of market trends.

 

Education:

You should never invest in or use financial products you do not understand. We offer various workshops, individual classes, and multi-class courses to help you develop an understanding of personal finance. Click on the education link to see a schedule of upcoming events and to reserve your seat.

 

 

Counseling:

Are you tired of living paycheck to paycheck? Are you sick of seeing your hard earned pay go to bills? Is debt dragging you down? Are fights and arguments about money putting your marriage on the rocks?

 

We are here to help. We offer plans to help you win with money and help you dig out of the mess you are in.

2201 Double Creek Drive, Suite 5005, Round Rock, Texas 78664 - 512-255-1677 - www.safemoneytexas.com