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Safe Money Management
SafeMoney.com is an independent financial education and advisor-matching platform that connects pre-retirees and retirees with licensed professionals...
Overview
SafeMoney.com is an independent financial education and advisor-matching platform that connects pre-retirees and retirees with licensed professionals specializing in safe money strategies, principal protection, guaranteed income, and zero market risk. Every advisor in the network focuses on fixed annuities, indexed annuities, and lifetime income solutions. The platform maintains 175+ vetted advisors across all 50 states and publishes 1,400+ educational resources on retirement income planning.
General information
Firm type
Asset Manager
Year founded
2011
Principals
Brent Meyer
Frequently asked questions
What is the AUM of Safe Money Management?
Safe Money Management does not publicly disclose its AUM. No credible third-party estimate is available, and the firm has not reported regulatory filings that indicate scale.
Where is Safe Money Management headquartered?
Safe Money Management's headquarters location is not publicly listed. There are no office addresses, phone numbers, or regional contacts available in public records.
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