Financial Advisors

Do you need help in putting together a solid retirement plan?   Many people try to do this themselves and some can. If you’re uncomfortable with your financial acumen and how to align your financial resources with your future needs and goals, SAFE would recommend that you seek a financial advisor who is trained, credentialed and competent to serve you and your particular situation. If you are interested in learning more about how annuity products can supplement and strengthen your retirement plan,  a financial advisor will advise you as to their appropriate use.

Financial advisors can come from a variety of financial services areas such as financial planning, insurance, investments, tax planning, estate planning, to name a few.  Looking for someone who has earned a trusted credential such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Certified Public Accountant with a personal finance speciality (CPA/PFS), Chartered Life Underwriter (CLU) is probably the first step in cutting through the maze of thousands of advisors in the financial marketplace. Check with one or more of the following organizations to find a financial advisor near you:

• CFP Board
• Financial Planning Association
• National Association for Insurance and Financial Advisors
• Society for Financial Services Professionals
• American Institute of Certified Public Accountants