Value from the Beginning.
Diligent Customer Service Moving Forward.

Contact Us Today!

231.878.7074

Honest, Experienced Assistance

At the Safe Investing Expert, we work with EVERYONE who comes to us seeking financial assistance. From all walks of life, we know your assets are hard-earned and very important to you — no matter what size the numbers. We will either work together, or we’ll find someone who can work well with you. Either way, you will get honest, experienced feedback on your situation.

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Our Process

Phase 1

Conversations

We get to know you, and you get to know us. Tell us your story, and we’ll show you how we do business.

Phase 2

Strategies

As an independent firm, we work to give you as many options as possible to help achieve your financial goals.

Phase 3

Implement

If you decide to move forward, we help implement your plan, adjusting it as life changes and your retirement goes forward!

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Annuities

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Asset Preservation
Strategies

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Tax-Efficient
Strategies

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Retirement Income
Strategies

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Long-Term Care
Strategies

We can also refer you to professionals who provide the following services:

Trusts  Probate  Charitable Giving  Estate Planning  Tax Planning     Life Insurance
Wealth Management  Investments   IRA Legacy Planning  IRA/401(k) Rollovers

Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

Contact Us
Or give us a call at

231.878.7074

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