Safe Money and Income Solutions
specializes in helping you enjoy a worry-free retirement
Don't outlive your money!
Have a plan based on guarantees, not maybes, so you will know for sure you will be able to live the retirement you have always dreamed of!
Retirement savings dilemma?
We have the solution!
Robert Kelly - President
Safe money and Income Solutions
don't outlive your money
The different types of
An income rider vs. the 4% rule: Guaranteed (and higher) Lifetime Income without the Worry
Indexed annuity: growth without risk- lock in gains in up years and avoid any downside losses
the success of your retirement depends on these two questions
average returns mean nothing in retirement, It's the sequence of returns that matter
Only an annuity can guarantee lifetime INCOME because of the secret sauce-longevity credits
hidden fees in 401ks
Tax-Deferred and Tax -Free Retirement Planning
IUL Vs Qualified Plans
Mathematical Proof That IUL Benefits Are Superior to a Qualified Plan
Eliminate Taxes, market Risk and High Fees in Retirement Planning
Listen to Recorded Episodes of my
safe money and income radio show
What clients say
Would you like to set an Appointment?
We would be happy to arrange a mutually acceptable time to have a preliminary consultation to go over your areas of concern. There is never any cost or obligation when meeting with us. In fact we offer our first time visitors a FREE copy of our Safe Money and Income Book and Information Kit. Just give us a call at the number to the right, or fill in the form below and leave a message.