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Safe money strategies

Secure Your Future

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What Are Safe Money Strategies?

Protect Your Wealth, Lock in Your Gains

Safe Money Strategies focus on protecting your wealth using financial tools that eliminate exposure to market volatility. These products offer predictable growth, no fees, and gains that lock in annually. They provide a strong foundation for individuals who prioritize safety and stability.

A smoother experience with upside potential

Here’s a hypothetical illustration of how a fixed index annuity (FIA) performs in relation to a market index. Unlike the index, the FIA avoids losses and eliminates the need for recovery periods, resulting in a smoother, stair-step growth pattern rather than the sharp peaks and valleys of market volatility.

Could your money benefit from a product that has:

  • No fees
  • No market risk
  • Gains that lock in every year
A graph showing a s&p 500 index and a fixed index annuity
Flip The Coin
How the Contracts Works
Safety of FIAs
High Cost of Liquidity
How Long Will Your Retirement Last
Income From FIAs
History of Annuities
Zero is A Hero
Sequence of Returns

Your Questions, Answered

  • What are Safe Money Strategies?

    Safe Money Strategies focus on protecting your wealth through no market risk financial tools like fixed indexed annuities that offer consistent growth, no fees, gains that lock in each year, and no exposure to market volatility.

  • Who benefits most from Safe Money Strategies?

    These strategies are ideal for individuals nearing or in retirement, those looking to preserve their wealth, or anyone seeking a conservative strategy with reasonable returns.

  • Do Safe Money Strategies still allow for growth?

    Yes, absolutely. While the primary focus is protection from the market, FIAs are designed to achieve steady reasonable growth over time. 

  • Can I access my money if needed?

    Absolutely. All of the safe money financial tools we use allow for flexible access between 5-20% per year while maintaining the security of your principal. We also have some strategies that give you full access to your original premium at all times.

Ready to Safeguard Your Wealth?

Let’s build a plan that protects your savings and supports your goals. Schedule a consultation today to take control of your financial future.