Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
YOUR DREAMS MATTER
At Asset Consulting & Safe Money Solutions, 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 investments and insurance products and services, to help you address your financial needs and concerns.
Financial Services
Our financial advisors at Asset Consulting & Safe Money Solutions can help you. Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Investment Planning
Not just another portfolio, we build and manage investment models aligned to your plan goals and desired future. Once we have established your income plan, we work to create an investment plan for you which typically will include:
- Assessing your risk tolerance
- Adjusting your portfolio to reduce fees
- Volatility control
- Evaluating ways to reduce risk while still working toward your goals
- Comprehensive institutional money management
Tax Planning
Your finances in retirement are particularly exposed to taxes. We plan ahead giving you options for tax mitigation. It’s not only about investment returns, it’s what you keep after taxes. Many advisors only focus on returns. We focus on both the investments and the tax consequences. We have an in-house Accounting and Tax Department on our team. Our investment planning focuses on your after-tax returns which means more money in your pocket.
Estate Planning
Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
Wealth Management
Wealth Management is a very client-centered process focused on developing a roadmap to help clients build, protect, and transition their wealth. This process includes reviewing all areas of their financial life including retirement, taxes, legacy, and business planning.
A strategy based on your goals:
Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.
Vision
Assessment
Strategy
Action
Ongoing Relationship
We offer services in these three areas:
GROW
Prepare for retirement by putting your hard-earned assets to work.
PRESERVE
Protect the assets that can help you live the retirement you’ve always imagined.
Give
Provide for the people and causes you care about the most.
How?
Asset Protection
Charitable Giving
College Funding
Deferred Income Annuity
Estate Planning
Fixed Indexed Annuities
Guaranteed Income
Income Planning
Investment Planning
IRA Legacy Planning
IRA & 401(K) Assets and Planning
IRA, 401(K) and 403(B) Rollovers
Lifetime Income Planning
How?
Cash Needs Planning
Health Care Planning
Insurance and Mortgage Solutions
Life Insurance
Lifetime Income Planning
Living Benefits Insurance
Long Term Care Insurance
Retirement Income Planning
Retirement Income Strategies
Personalized Portfolio Management
Tax Optimization Strategies
How?
Income and Expense Analysis
Inflation Plan
Legacy Planning
Longevity Protection
Safe Money Options
Social Security
Social Security Maximization
Spousal Plan
Tax-Efficient Strategies
Trusts & Estates
Wealth Management
Wealth Planning
Trusts & Estates
READY TO TAKE
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today!
Or give us a call at (765) 749-0082
The professionalS at
Asset Consulting & Safe Money Solutions
map a customized strategy to help you achieve your financial goals. Because change is constant, we will follow through and evaluate your plan to make sure it meets your current needs. We believe educating our clients is essential in building and maintaining an efficient plan. Therefore, we’ll incorporate you in every step of the way.
