Products and Services

offered to Individuals or Business Owners by Safe Money Solutions

  • Individual Retirement Accounts - IRAs and Roth IRAs, 401(k) to IRA Rollovers, IRA to Roth IRA Conversion, Multi-Generational IRAs.
  • Employer Sponsored Retirement Accounts - 401(k) Plans, 403(b) Plans, SEP IRAs, SIMPLE IRAs.
  • Index Annuities - Now you can have the best of both worlds; 100% guarantee of principal and the potential of market-linked growth with NO RISK of loss of principal due to market down-turns. 
  • Long Term Care- Ever wonder how much money you would need to maintain your lifestyle when you need help caring for yourself? $100,000? $500,000? $1 Million?
  • Life Insurance - Capital Transfer Strategies designed to provide seniors with solutions by helping them to pass on a larger legacy to their heirs ... with a death benefit that, in most cases, is income TAX-FREE to the named beneficiary.
  • Disability Insurance - What would happen if you lost your most important asset ... your ability to earn an income?
  • Medicare Supplement - Medicare pays a portion of your health care cost for hospitalization, skilled nursing facility care and physician's services and supplies. A Medicare supplement insurance policy can help pay some of the charges Medicare doesn't cover.
  • Final Expense - After the death of a loved one, many families are faced with unexpected expenses, i.e. Funeral Expenses, Legal Fees, Unpaid Bills. Don't leave your family worried about how they will handle your final expenses. A Final Expense Plan offers you Peace of Mind regarding your family's financial security by providing cash when it's needed the most.

Retirement Assets Growing Backwards?

Confused about Available Financial Products?

Need help planning your guaranteed life income?

We can help ... Call the Retirement Pros

701-572-4218 Office
800-280-5464 Toll Free

Now you have a friend helping to secure your retirement dollars.