Blog

Susan M.

April 14, 2021

“Thank you, Jeff, for helping plan my financial future.  After becoming a widow unexpectedly, I didn’t know if I could remain in my house, let alone afford retirement.  You showed me that I could not only have a tax-free retirement income but also leave a sizeable estate for my children.  It is such a relief to not have […]

Darryl S.

February 26, 2021

“Just a note to let you know how thankful I am for your help building a better retirement strategy.  All my life I thought retirement planning was as simple as putting money in a tax-deferred investment tool. LPA helped open my eyes to new possibilities that will help me keep more of my money and […]

Joseph D.

February 18, 2021

“After meeting with Jeff and understanding the plan he recommended for my and my wife’s retirement, I have never felt more secure in our future.  He offers sound advice and solutions that I’ve not received from other advisors.  I can’t recommend him more.”

Lisa O.

February 18, 2021

“I have enjoyed being educated and gaining the knowledge to save for my future retirement. Looking forward to learning more… I can’t thank you enough!”

Don and Jackie C.

February 9, 2021

“Before working with [Safe Money Partners], we thought at retirement age, we’d be able to enjoy the financial freedoms where we could live the kind of lifestyle that we only dreamed of. When [Safe Money Partners] asked us questions like “what does our current financial (retirement) future look like” and “Do we have enough retirement […]

Don & Jackie C.

February 9, 2021

“Having multiple sources of income, along with, multiple retirements, we were almost certain that our financial future was set. What we didn’t understand, was “the old way” of financial planning no longer existed. In a sense, we were paying the government to use our monies (investment) and not ourselves. Implementing a new financial strategy, and […]

Sheri

February 12, 2020

“Working with [Safe Money Partners], I learned a lot about interest rates and figured out the best plan of attack. Making sure I’m on top of everything. Making sure I keep my debts down low. That way I’m able to put more money towards a college fund [for my kids] and my retirement.”

Mona & Kevin

May 28, 2019

“Praise and thanking our Lord and Savior Jesus Christ! Thank you for all that you do!”

Sally

May 28, 2019

“You enhanced our retirement planning and we realized how knowledgeable and honest you were. We were also very comfortable with your non-pressure approach to our planning and you answered all questions we had. Now that we know how much we can trust you; you have become our “go to guy” for all our retirement planning. […]

Roxanne

May 28, 2019

“I am truly grateful for both of you, Jeff and Bryan, and all your help over the last couple of years! I came to you as a single mom in debt and hated even talking about money. You have no idea how great it feels to not stress over money everyday. I would have never […]