Providing Simple...Secure...Financial Solutions That Just Make Sense
"Rule #1: Never Lose Money. Rule #2: Never Forget Rule #1."
~ Warren Buffett
If you're looking for a firm that specializes in principal protection and works to safeguard your hard earned assets, you've come to the right place. At Safe Money Consultants we only offer secure financial solutions designed to address our client's financial needs and develop optimal custom strategies that allow our clients to protect their principal, lock in their gains, and most importantly not lose money due to the volatility of the stock market. Safe Money Consultants has been located in Atlanta since 1999, please allow us to put our experience and financial knowledge to work for you.
Our mission is to help you safely preserve the assets you've worked so hard for, position those assets for lifetime income, maximize inflation protection, minimize your taxes, and then help you safely earn a reasonable rate of return while protecting your principal. This is what we have been doing successfully for our clients for over 20 years. Our approach is to pursue an in-depth understanding of your situation as well as the personal values you hold. Over the years, this simple yet intimate approach has helped us guide our clients toward their goals.
We strive to offer our clients financial resolutions with a clear emphasis on safety, certainty, and predictable outcomes. Our Safe Money Consultants always endeavor to provide financially and ethically sound planning solutions and asset preservation strategies for the long-term concerns of individuals either nearing retirement or those who are currently retired.
Since pensions have gone the way of the dinosaur, we help our clients replace that which was the bedrock of your safe comfortable retirement: the company-provided pension plan. This process essentially focuses on creating your own self-controlled, self-funded pension plan. This enables you to have control, flexibility, security of principal, and an income stream you can't outlive. Often, we are able to create a source of tax-free retirement income for our clients.
Newsletters
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.