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 safegua
rd 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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Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
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Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?