Safeguarding your financial future
At SafetyNet Wealth, we empower our clients by providing a robust financial safety net - a cushion of savings, insurance, and strategic planning. Our comprehensive approach ensures peace of mind, financial resilience, and the confidence to face whatever life throws your way. Welcome to SafetyNet Wealth!
Services
Financial Prioritization Planning Survey
Your planning starts with completing our brief survey that helps you reflect on your financial plans and priorities. The information and opinions requested in the survey will tell you about the type of services we offer. Your response to the survey will tell us both whether we could be of any service to you.
Click the button below or scan the QR code to access the survey!
Retirement Planning
Understand strategies to optimize available income tools in retirement to meet your financial goals while also effectively mitigating various risks that confront those goals. Your personalized “magic number” for retirement depends on your unique circumstances. Secure your financial future by creating a roadmap for a comfortable retirement.
Lifetime Income Planning
We’re so used to getting paychecks while we’re working. How do you feel about delivering that same experience in retirement? Does that help you feel much more secure? Achieve financial security in retirement through guaranteed lifetime income.
"If you won't have income from a real pension in retirement, make sure you go out and get some real pension income" ~ Moshe Milevsky
IRA / 401K Rollover
Keeping the tax deferred account in check is important. Know your rollover options well before you take an action.
Life Insurance Planning
Provide financial security to your loved ones in case something unfortunate happens to you.
Living benefits can provide financial support in the event of a qualifying illness or injury
Long term care coverage can protect you from aging, illness and disability, while also alleviating the burden on family members who may be acting as caregivers.
Kids Education Planning
Determine what the right strategy is for you to pay for your kids education.
Investments Planning
Build wealth by strategically allocating your money. Let compound interest work in your favor over time.
"Compound interest is the eighth wonder of the world. He who understands it, earns it, he who doesn't, pays it" ~ Albert Einstein
Estate Planning
Secure your legacy and ensure your loved ones are cared for!
Solutions
Fixed Annuities
Will & Living Trust
Indexed Annuities
By integrating a fixed annuity into your retirement income portfolio, your principal and interest may be guaranteed. This approach offers the potential for consistent income withdrawals throughout your lifetime.
Indexed Annuities
Will & Living Trust
Indexed Annuities
A simple run of bad luck early in retirement can turn our financial life upside down. Plan ahead and reduce the risk of retiring at the wrong time. Find out how incorporating a Deferred Indexed Annuity (DIA) with Increasing Income potential (IIP) can help address this risk.
Will & Living Trust
Will & Living Trust
Will & Living Trust
Secure your legacy and ensure your loved ones are cared for!
Term Life Insurance
Permanent Life Insurance
Will & Living Trust
Protect your family from your temporary responsibilities such as income replacement through Term Life Insurance.
Permanent Life Insurance
Permanent Life Insurance
Permanent Life Insurance
Research shows that integrated strategies provide the flexibility to focus on the financial outcomes most important to you: retirement income, legacy or a balance in between. Find out the optimal mix for you.
Systematic Investments
Permanent Life Insurance
Permanent Life Insurance
Don’t have the time to dedicate hours to studying the stock market? Let someone else manage it for you.