We all know how tough the economy has been for the last few years, but it's also created exciting opportunities for consumers.

People have gotten much savvier about their finances. They want to get the absolute best value and they've taken responsibility for their finances. They're researching the marketplace and finding that SAFE-money solutions, like indexed annuities and indexed universal life insurance, are a much better value proposition than bank CDs and other traditional products.

When they do their research, people are discovering that annuities, in particular, are the solution to the fear they've had about their finances since 2008.

SAFE-Money Alliance BBB Business ReviewWelcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We have created this website to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Mark Goldstein, CFP® Talks about Kids & Allowance


We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are... and to give you FAST and EASY access to cutting edge breakthroughs. We hope you take advantage of this resource and visit us often.

Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. 

- Mark D. Goldstein, CFP®
  President | SAFE-Money Alliance