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Whether your retirement date is months away, or even five to ten years out, now is an ideal time to plan. At Safe Money Advisors, come see the difference personal service and individualized attention can make for you. You will meet one-on-one with knowledgeable professionals who understand the value of advice and guidance tailored to your situation.  

Our firm principals, Andrew Heese and Robert Meyer are licensed, independent wealth planners. They pride themselves on delivering a holistic, personal experience: going over your complete financial picture, listening carefully to your needs, answering all questions, and charting out the right path for you. To request an appointment and discuss your needs one-on-one, please call us at (303) 974-6987.

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retirement financial planning lakewood coloradoAre you looking for a knowledgeable professional to help with your retirement financial planning needs? At Safe Money Advisors, we proudly serve individuals and families within Lakewood, Colorado, and other communities in the Denver metro area. In our view, retirement financial planning strategies should be holistic and individually-tailored. Everyone has different circumstances, needs, and goals, and as a result they require different retirement planning innovations.

Planning for a retirement future is a serious matter. Your success is paramount, and it requires diligence, careful analysis of your needs, specialized knowledge of retirement issues, and attention to detail. To that end, the importance of finding the right advisor for your needs cannot be overstated.

Along with offering helpful tips to consider in your search, listed below, we invite you to request a personal strategy session with our team. We will conduct a 360-degree analysis of your financial picture and discuss your hopes, your concerns, your needs, your objectives – everything needed to make your retirement objectives a reality. This initial appointment is no obligation and serves as the basis for our design of powerful, personalized retirement financial strategies. To schedule a strategy appointment, please call us at (303) 974-6987.

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retirement planning in lakewood coAre you looking for help with retirement planning in Lakewood, Colorado? With so many retirement planning options available, it may be confusing to determine what strategies are best for you. With skilled, precise planning services by Safe Money Advisors, you can untangle uncertainty from your financial future. Put our specialty retirement planning knowledge and expertise to work for you.

We understand the nuances of planning for retirement well: being worried about your financial security, knowing where your money is coming from month-to-month, enjoying tax-minimized income, being ready for future healthcare needs, and so much more. Let us help you put these anxieties to rest and achieve peace of mind. After a thorough analysis of your financial picture, we can offer powerful strategies which align with your financial profile, minimize risk, and should increase your potential for retirement success.

It all begins with a no-obligation, initial strategy session. During this appointment, we will conduct a comprehensive, 360-degree review of your financial picture. All of this meeting focuses on you and learning what is needed for your retirement planning success – at no cost or no obligation to you. Please contact us at (303) 974-6987 to request a convenient time for a one-on-one goal-setting appointment.

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retirement income planning lakewood coloradoAre you searching for retirement income planning services in the Lakewood, Colorado area? If you are ready to develop a powerful, personalized income strategy for your future, call us. Income planning is a multi-faceted process. It requires precise knowledge to deploy your accumulated assets and convert them into healthy, spendable income that lasts for all of your retirement years. We will introduce you to advanced, effective strategies which increase your potential for success while minimizing risk.

We understand the dynamics of high net-worth families – your challenges, your concerns, your opportunities. Our income planning services start with a complete, 360-degree review of your financial picture. During this careful analysis, we will ask about your specific financial goals, income objectives, risk tolerance, retirement timeline, and other planning variables – all in a no-cost, no-obligation goal-setting session focused completely on you.

To request a no-cost, one-on-one strategy session, please call us at (303) 974-6987. Put our 23+ years of financial expertise to work for you and start on the road toward greater peace of mind.

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About Us

  • We take a holistic approach with each individual client and create a financial plan that is specific to their needs rather than a canned "one-size-fits-all" approach.

  • Hands-on experience with multiple means of investing, from individual stock trading, to mutual funds, to insurance based investment vehicles and estate plans.

  • Highly experienced for being in our early 30s. Combined 23 years of financial experience and exposure to a vast array of different markets that have impacted investors in numerous manners.

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

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