We all know how volatile the economy has been over the last two decades, but it's also created exciting opportunities for consumers.

People are becoming much savvier with their finances. They want the absolute best value and are increasingly taking more responsibility for their finances. They are researching the marketplace and finding that our SAFE-money solutions are a much better value proposition than bank CDs, bonds, mutual funds and other traditional products.

When they do their research, people are discovering that fixed and indexed annuities, in particular, are the solution to the fear they've had about their finances since the market crashes of 2000-2002, 2007-2008 and 2020.

SAFE-Money Alliance BBB Business ReviewWelcome to our website, where you’ll find a wealth of information in the form of 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 income, estate planning, taxation and wealth preservation. Most important, we hope you see the value of working with an Independent Certified Financial Planner to achieve 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