Honest, Experienced Assistance
At the Safe Investing Expert, we work with EVERYONE who comes to us seeking financial assistance. From all walks of life, we know your assets are hard-earned and very important to you — no matter what size the numbers. We will either work together, or we’ll find someone who can work well with you. Either way, you will get honest, experienced feedback on your situation.
Our Process
Phase 1
Conversions
We get to know you, and you get to know us. Tell us your story, and we’ll show you how we do business.
Phase 2
Strategies
As an independent firm, we work to give you as many options as possible to help achieve your financial goals.
Phase 2
Implement
If you decide to move forward, we help implement your plan, adjusting it as life changes and your retirement goes forward!
We Offer Services in These Areas:
At the Safe Investing Expert, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns.
Annuities
Asset Preservation Strategies
Tax-Efficient Strategies
Retirement Income Strategies
Long-Term Care Strategies
Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
We can also refer you to professionals who provide the following services:
Trusts • Probate • Charitable Giving • Estate Planning Tax Planning • Life Insurance
Wealth Management • Investments • IRA Legacy Planning • IRA/401(k) Rollovers
Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today.
Or give us a call at:
231.878.7074
Our Location
305 N. Mitchell St.
Cadillac, MI 49601