Safe Smart planning strategies for professionals, business owners and people who want to
protect their most valuable assets.
That “stuff” is us lacking confidence, generally in areas where uncertainty meets money. After 30+ years of counseling people, professionals, business owners, retirees and anyone who is trying to do anything on this planet. They cant see the label from inside the can. That’s where our experience is clutch!
We have found that IF we can help people address these “what IF’s”, by “peeling back the onion” and understanding the issues, we can help people address ways to overcome the challenges.
They gain confidence and assurance that they have solved these issues. Safe and Smart planning.
Our balance of sophisticated planning strategies, combined with real life savvy and practical planning tools make us ideal advisors for many who are looking for straight-up council and no BS advice.
We take the most advanced tools and products to help our clients plan for the “What IF‘s” of life, the things that keep people awake at 2am in the morning, staring at the ceiling, worried with fear.
We are experienced professional advisors with 50+ years of wisdom in advising on insurance and risk protection, asset preservation, insurance planning and risk management. We have expertise insurance products and annual performance review to benchmark your success.
We’re planners, not salespeople. We understand what keeps people up at night and how planning can help you sleep better. Think of us as “pillow consultants”.
As college planners, our clients need to make the right financial moves to help with college planning. When we refer to them, everything is handled correctly, our clients are in good hands. They support our strategies and clients objectives.
Smart, experienced, and they have such a great way of connecting with people. They are team players, always working on behalf of their clients. I value the relationship I have with Marty and hos team and CorpStrat. They are the best!
I’ve worked closely with Scott & Marty for more than a dozen years. They are client-first advisors, seek out the best opportunities for their clients, and operate with the highest degree if integrity.”
As a financial planner doing financial plans for my clients. I refer all of my clients to the Safe Smart Money team. I trust them to always to always do the right thing, take care of my clients, and to be there when people need them most.
They are amazing to work with and I refer them to anyone I know that is looking for a true trusted advisor.
Planning for tomorrow can be a difficult thing. Getting older is no cakewalk either! If there is one thing that is true for every living
Many people purchased term life insurance because it is affordable and efficient Their expectation is that they will outlive the need for the liquidity as
Planning for tomorrow can be a difficult thing. Getting older is no cakewalk either! If there is one thing that is true for every living
Many people purchased term life insurance because it is affordable and efficient Their expectation is that they will outlive the need for the liquidity as
We are experienced professional advisors together with 50+ years of combined wisdom, advising on insurance, how to protect the most important people in your life, and to make sure that you are prepared for the “unexpected”. We’re real people – genuine and caring – we don’t sell, we advise!
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