financial advisors denver coloradoAre you searching for a qualified financial advisor in Denver? When it comes to retirement planning, we understand that financial decisions can be complicated. But they don’t have to be overly complex or overwhelming. Your success is paramount, and you deserve to work with a dedicated financial advisor who suits your needs well.

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.

Differences among Today's Financial Advisors

In today’s world, there are many financial advisory companies in operation, from practices with one financial focus to hybrid firms with multiple focus-areas. These financial focuses can vary greatly in scope, from specialties in investment planning or wealth management to more all-round financial planning. They may also apply to different life-stages, in this case someone’s pre-retirement years and post-retirement lifespan.

denver financial advisors pictureAt Safe Money Advisors, we are not jacks-of-all-trades in the financial world, but instead focus on the retirement planning space. Our specialty is in “safe money” strategies, or advanced methods to safeguard the money you can’t afford to lose. These advanced strategies can be structured to achieve a number of desired outcomes, depending on your financial picture:

  • Maintaining your lifestyle preferences and spending throughout retirement
  • Protecting the money you can’t afford to lose from market turbulence
  • Helping you enjoy lifelong income certainty with guaranteed, fixed insurance contracts or other insurance-based vehicles
  • Preserving amassed retirement wealth and ensuring it lasts for all of your retirement lifetime
  • Securing fixed-income needs month-to-month with dependable income streams for a retirement lifespan
  • Helping you with Social Security timing for maximized benefits income or determining the right timing for you
  • Creating an estate planning strategy for a tax-advantaged generational wealth transfer
  • Helping you fulfill other legacy planning goals
  • And other retirement objectives

Whether you need help with retirement income planning, wealth preservation, estate planning, or other retirement planning needs, put our expertise to work for you. Let you help you achieve your long-term objectives and financial security with advanced retirement strategies and responsive, personal service. Please don’t hesitate to call us to request a no-obligation, one-on-one meeting to discuss your retirement financial requirements.

Retirement Financial Advisors Denver CO

financial advisors denver picture imageAndrew Heese and Robert Meyer leverage 23+ years of combined experience in many financial disciplines. Their backgrounds include working in the institutional investment world, the stock trading space, and other parts of the overall financial industry. Having served clients through different conditions – including a couple of difficult market corrections – they understand the importance of helping retired or near-retired Coloradans preserve their assets and deploy their wealth for a comfortable, secure lifestyle.

Andrew and Robert are featured professionals on SafeMoney.com, a nationally trusted center for retirement financial education. Because of their unwavering commitment to client success, strong retirement financial knowledge, and professional ethics, they have been named “Safe Money Approved” Advisors by SafeMoney.com.

This distinction is a third-party endorsement and is strictly earned by a financial professional for their business philosophy and records. No one can pay compensation to be a “Safe Money Approved” Advisor, it is given only to those who have distinguished themselves as highly-qualified, trustworthy financial professionals.

Safe Money Advisors is also an independent financial services firm, which means it can offer solutions from many insurance companies – not just parent company. This gives you greater options and freedom in the amount of planning options at your disposal.

Independent Advisors Serving Denver CO and Surrounding Communities

You probably have worked with a financial advisor up until this point for investment planning purposes or implementing accumulation strategies. However, because retirement is a period of decumulation – when you rely upon amassed wealth and convert it into various income streams for your retirement years – it might make sense to work with someone who understands retirement planning matters.

We invite you to schedule a no-obligation, one-on-one meeting to discuss your goals, your objectives, your concerns, your future. Don’t take our word for it – come and see the difference that working with our independent, knowledgeable income strategists can do for you.

Please call us at (303) 974-6987 to request a personal strategy session. We look forward to earning your trust and helping you obtain your long-term goals and objectives.

 

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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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