Your Partners in this Journey
Jeffrey Mohlman, CDFA®
Debt Elimination Expert and Professional/Certified Divorce Financial Analyst Professional/Financial Planner
Debt elimination and being debt-free is at the core of most people who live the dream of having a solid retirement income strategy and financial plan. But once you have satisfied the ‘debt part of planning’ what about the heavier burden, taxes?
Jeffrey’s focus since 2001 has been to teach hardworking people and business owners how to create a strategy that diversifies them into lesser-utilized, tax-exempt assets for their future. Jeffrey and his team believe that chasing higher rates of return without first establishing tax-efficiency will often result in a retirement that is void of adequate cash-flow to meet the client’s long-term needs.
Jeffrey has developed a comprehensive team of financial planning and estate planning experts who work for their client’s short-term and long-term goals. Today, the approach he incorporates for his clients follows three basic tenants: 1) being debt-free, 2) maximize after-tax retirement income and 3) protecting your estate from unforeseen risks.
Jeffrey is also a Certified Divorce Financial Analyst and helps both the client and their lawyer understand how the financial decisions made today will impact the client’s financial future. A divorce lawyer may be well suited to argue in a court of law, but may not have the financial planning background to understand the long term financial impact of a divorce settlement. As a CDFA, Jeffrey ensures his clients receive an equitable divorce settlement and helps them plan for a secure financial future for any dependents. See Jeffrey’s bio on Divorce Force.
Co-Founder and Finance Consultant
Bryan has a Finance Degree from the University of Cincinnati. He has spent many years working with both individual and institutional clients to increase their financial literacy in the areas of tax efficiency, debt elimination, and increasing cash flow. In the last few years, Safe Money Partners became an authorized office for true debt elimination. He is able to bring to his clients one of the most comprehensive financial education systems available. It’s not about a short-term fix, but a life-long solution that will keep you forever debt-free. His clients are now able to get immediate control of their spending, debt, savings, and taxation from now and into retirement.
Experience & Leadership
It is never lonely ‘at the top’ because no one gets to where they are going without leadership and experience to help with achievement. Safe Money Partners is a proud affiliate of The Eagle Team.
Through training and teaching, the Eagle Team leaders have empowered financial professionals to reach beyond their own personal goals. The Eagle Team leaders are producers helping producers—all of whom are “Certified Master Mentors” with Circle of Wealth, experts in Advanced Spending Game designs, The LEAP system, Wealth Building Cornerstone, as well as our custom P.A.C.T. Process.
These skills along with individual strengths make the Eagle Team partners uniquely qualified to explain complex financial ideas to financial professionals and clients alike in a way that makes the concepts easy to understand.
Learn More About Eagle Financial Pros