Know about our company

Who We Are

We are a customer-oriented company, providing you with the highest quality insurance services available. We strive to satisfy the needs of each individual client by providing you with personalized insurance information and expert advice. Our ongoing mission is to help you protect your assets and achieve your financial goals. We have become a successful regional financial services group by building relationships with our clients and by helping create and maintain lifelong strategies that fit individual, joint, and business needs and goals.

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What we do

Our specialists will properly assess the risks you face and give you a personalized needs analysis, finding the right product to fit your needs. We care about our clients! We help clients review their income sources and examine their potential impact for retirement. Nearly half of those surveyed are not confident they will attain the income necessary to retire on their terms. They are barred by “lifestyle roadblocks” Let us help you knock them down.





Our Partners

By partnering with Safe Money Builder, you will be working with a company that has a 25-year history of providing guidance to individuals, businesses, and organizations. Also, we have partnered with the second-largest financial services company in the world. They have been providing financial services for more than 124 years.