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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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Car Affordability
How much can you afford to pay for a car?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.