SafeMoney, LLC

SafeMoney is a not a product–it is philosophy that recognizes the importance of having a portion of one’s net worth protected in assets that are safe, liquid, and not exposed to market risk. This concept was developed for high-net-worth family offices, pension funds, and university endowments, but is now available to the individual investor. SafeMoney focuses on providing you with secure, fixed-income alternatives offering competitive yields, including additional guarantees and protections for your family or business. Our solutions help you build a strong financial foundation while providing safety, flexibility, guarantees, and growth. 

SafeMoney, LLC On-demand Presentations

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3 SafeMoney Strategies for Your Estate & Retirement Planning--2020 and Beyond
08/05/2020
Join Cory Grant to learn how to maximize control and access to your assets, while addressing estate ...
Duration: 36:39
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SafeMoney in Your Estate and Retirement Plan: 3 Tips for 2020 and Forward
07/24/2020
Join Cory Grant to learn how to maximize control and access to your assets, while addressing estate ...
Duration: 35:44
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SafeMoney in Your Estate and Retirement Plan: Three Tips for 2020 and Forward
06/12/2020
Join Cory Grant to learn how to maximize control and access to your assets, while addressing estate ...
Duration: 34:43
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Use SafeMoney to Achieve Higher Yields While Protecting Safety and Liquidity
05/13/2020
Learn how SafeMoney will help you build a strong financial foundation by avoiding negative market re...
Duration: 29:52
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Impact of the SECURE Act and the SafeMoney Solution
02/12/2020
Stretch IRAs to children and grandchildren were effectively ended by the SECURE Act, signed into law...
Duration: 39:39

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