financial advisor denver colorado updated

Educational Workshops

Request a personalized consultation, or schedule complimentary, educational seminars for audiences that are small to large. Learn about the latest updates affecting your future, including Social Security changes and more.

retirement planning lakewood colorado updated

Retirement Planning

Retirement planning doesn't have to be a hassle. Develop a personalized financial plan that fits your lifestyle expectations, protects your money, helps you maintain spendable cash-flow, and guarantees the income you need.

retirement planner denver lakewood colorado updated

Safe Strategies

Let go of lingering money concerns in ever-changing markets. We specialize in secure strategies, including protected asset growth, income certainty, wealth preservation, risk management, tax-efficient saving solutions, and more.

financial advisor lakewood colorado updated

Trusted Partners

Get expert guidance and personalized service from independent financial professionals with 23+ years of experience in many financial disciplines. Enjoy financial peace of mind, no matter what the markets and economy do.

SafeMoney.com Blog

tax year 2018 confusion

Many Americans cheered the passage of the Tax Cuts and Jobs Act, a $1.5 trillion tax code overhaul that was signed into law in December of 2017. Proponents of the legislation said the benefits would be lower tax rates for both individuals and corporations. Not only that, it would bring a long-desired simplification of the complex U.S. tax code.

But as people begin to file their 2018 taxes, then await their customary tax refunds, some taxpayers are finding surprises. Their refunds are lower than they expected, some deductions have disappeared, and in some cases, they have actually owed money to the IRS.

Read More...

retirement planning services

You have had your dream retirement in the back of your mind your entire life.

Whether that movie in your head shows you traveling to exotic lands, spending quality time with your grandchildren, or turning a lifelong hobby into a business, retirement isn’t the end of your story. It’s the beginning of an exciting new sequel.

But how do you make the retirement of your imagination a reality? For many, bringing their ideal retirement to life includes consulting with a financial professional who specializes in retirement planning services.

If you have a nest egg, you have experience in personal finance. Earning an income and saving for a “rainy day.” Building wealth in equity markets, and putting away money into a 401(k), IRA, or other retirement account.

But those are all actions on the front side of retirement—called the accumulation phase. The backend? It's known as the distribution phase, or how you draw retirement income from those assets accumulated over many years.

How you prepare for reliable income streams in retirement will determine if you live out the retirement of your dreams -- or possibly deal with some scaled-down version.

Finding the right retirement planning services can help strengthen your chances of a confident lifestyle.

Read More...

Joomla SEF URLs by Artio

Get Your Free Book!


Exclusive insights to make your money work for you, no matter the economic and market conditions!


Newsletter Signup

Get In Touch

Contact us to request a personalized consultation and get answers to your questions.

Contact Us!

financial advisors denver colorado image "I recommend Safe Money Denver for their experience, professionalism, financial knowledge, unique insights from working in multiple financial/investment disciplines, and dedication to personalized service. They offer a steadfast commitment to individual client needs and a broad perspective of finance from their multifaceted professional backgrounds."

Brent Meyer Jr., Founder of SafeMoney.com

 

SAFEMONEY.COM ADVISORS FEATURED ON

The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here.