Unlike most other financial firms, we provide advice and investment products and services that carry no market risk! We know that our clients have worked hard to accunulate their wealth and do not like losing it in the stock market! These are called Safe Money Strategies
We do not try to be all things to all investors! Rather we look for clients that share our no risk / no loss perspective! Because of this, we are not right for everyone,however for those we are right for have seen an increase in their current and future income and better quality of Life!!!
How We Got Started In lieu of the market crash and financial meltdown in 2008, we left our traditional brokerage firm after 23 years and founded Safe Money Strategies in Nov. of that year! We invite you to come and experience our non-traditional unique approach to managing and preserving wealth today!