Jeff Mohlman – Safe Money Partners
Jeff Mohlman (CDFA) is the founder of Safe Money Partners. As a professional Debt Elimination Strategist, Certified Divorce Financial Analyst, and Retirement Income Planning Consultant, Jeff has been helping his Dayton, Ohio area clients meet their financial goals for two decades.
Jeff has been helping people, just like you, become more tax aware since 2001. He helps clients create a financial strategy to reach three basic goals:
1. To become debt-free.
2. To maximize their after-tax retirement income.
3. To protect their estate from unforeseen risks.
With multiple areas of financial expertise, Jeff can get you on the right track to live a debt-free life.
Debt Elimination Strategist
Jeff puts together a working strategy to help his clients get out of debt for good. Statistics show 8 in every 10 American adults carry a fair amount of debt. Many can’t see past the mounting bills. Debt elimination strategists, like Jeff Mohlman, can help clients develop a plan to get out of debt and stay financially healthy.
Jeff’s debt elimination strategy offers solutions for specific outcomes custom-tailored to each client. He is able to help people attain a more secure financial future without a significant increase in spending. Jeff combines his vast knowledge of interest accumulation and tax laws in order to help clients achieve debt freedom in 10 years or less.
Certified Divorce Financial Analyst (CDFA) Services
Jeff Mohlman is also a Certified Divorce Financial Analyst (CDFA). This is a particularly high level of education very few financial strategists ever attain.
Divorce often carries a big financial burden. CDFAs, like Jeff, help divorcing couples better manage their financial futures. Divorce settlements can come with unforeseen financial outcomes. CDFA consultants can bring the impact divorce makes to financial health to the forefront so better decisions can be made.
Jeff works closely with clients and their divorce attorneys. He ensures an equitable divorce settlement is reached and helps secure the financial future for any dependents. He can also help with dividing marital assets and selling the matrimonial home. His efforts allow divorcing couples to meet their financial obligations while still receiving an equitable settlement.
Retirement Income Planning
A recent survey shows 8 in 10 workers expect their workplace retirement plan to support them in retirement. Is your current plan enough?
As a retirement income consultant, Jeff Mohlman, will help determine what you need out of your current plan in order to retire comfortably with financial freedom. Jeff works with clients to set retirement objectives, develop a budget, and minimize tax burdens on their estate. He does this by combining the principles of estate management with debt reduction and retirement planning in order to meet specific goals.
Jeff can also help you protect your assets with little known tax loopholes while diversifying your portfolio. It is your hard-earned money and you should be able to enjoy it in your retirement years.
Jeff Mohlman has proudly helped thousands of clients find their way to financial freedom. As the founder of Safe Money Partners, he serves as the company’s lead financial consultant in debt elimination and the only certified divorce financial analyst. In addition, he holds the following achievements worth noting:
· He is a member of the Dayton Association of Insurance and Financial Advisor (DAIFA), The National Association of Insurance and Financial Advisors (NAIFA), and North American Independent Life Insurance Brokers Association (NAILBA)
· He presently holds a membership with The National Ethics Association.
Conveniently located in Dayton, Ohio, Jeff Mohlman is a well-rounded financial consultant who can help you focus on your financial health and future. If you’re ready to get serious about your finances, contact Jeff today.