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Safer Money Solutions
At Safer Money Solutions, we strongly believe that financial security is determined more by desire and discipline, than by social or economic background. We help our clients understand money. Our company mission statement is: to help Americans become financially independent – Whatever their circumstances and needs are.
Why We’re Special
Safer Money Solutions emphasizes a “Financial Needs Analysis” plan for success which enables families or individuals to start working toward their financial independence. This plan is based upon an established strategy which can assist people from all demographics, Unlike companies that promote “cookie cutter ” financial services. Safer Money Solution’s 7 Step Plan includes a variety of strategic options centered around a core strategy—making it easy to customize a plan, which if applied properly, can assist in meeting each and every individual financial situation.
“About a year after I became a SMS client, the stock market dipped. I immediately called my agent to ask him how much I had lost. He assured me that I had lost nothing. I was in a safe money vehicle that had a guaranteed principle and that the gains locked in each year. This was validated again when the market plunged in 2008. I didn’t lose a dime and I kept all of the gains I had experienced up to that time.”
– Steve, UT
“I wanted to make sure my family was taken care of if something where to ever happen to me. Safer Money Solutions not only showed me how to do that but made me feel like my family was important to them! Thanks Safer Money Solutions!”