Your Dreams Matter
At Safe Money Solutions and Trupiano & Associates, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The Safe Money Solutions and Trupiano & Associates Four Steps to Retirement Confidence
Phase I: Discovery
We’ll get to know you, your specific needs and what you want your investment capital to do for you.
Phase II: Strategy
We’ll develop a comprehensive plan, including a long-term investment strategy, that is customized for you and your long-term success.
Phase III: Implementation
We’ll implement your investment strategy, keeping you constantly informed each step of the way.
Phase IV: Monitoring and Adjusting
We’ll regularly monitor your account to help ensure it is performing according to plan. We’ll work with you to make any necessary adjustments.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services
- COMPREHENSIVE REVIEW OF CURRENT BENEFITS
- STRATEGIC PLANNING FOR FUTURE BENEFITS
- GROUP HEALTH PLAN SHOP & DESIGN (10 EMPLOYEES TO 1,000+)
- ON-SITE BENEFIT MEETINGS & ANNUAL ENROLLMENT MEETINGS
- COMPLIMENTARY COBRA SERVICES
- MEDICARE SPECIALIST FOR EMPLOYEE CONSULTATIONS
- ANCILLARY LINES TO INCLUDE DENTAL, LIFE, DISABILITY, VISION & LONG TERM CARE
- OTHER BENEFITS TO INCLUDE CANCER, CRITICAL ILLNESS & ACCIDENT
- FSA, HSA, HRA & SECTION 125 PLANS
- INDIVIDUAL 401(k) ROLLOVER TO IRA, TO INCLUDE RETIREMENT PLANNING
- EMPLOYER SPONSORED 401(K) PLANS (FIDUCIARY SERVICES & NO REVENUE SHARING)
- 401(K) PLAN SPONSOR ANNUAL MEETING TO INCLUDE REQUIRED DOCUMENTED MINUTES
- EMPLOYEE EDUCATIONAL MEETINGS & 401(K)
- NON-QUALIFIED BONUS PLANS USING COLI POLICY OR INSTITUTIONAL FUNDS
- GUARANTEED TERM TO 30 YEARS
- UNIVERSAL LIFE, INDEX UNIVERSAL LIFE & WHOLE LIFE
- SURVIVORSHIP/ESTATE PLANNING
- DISABILITY PLANNING
- LONG TERM CARE PLANNING & CARE COORDINATION
- AFFLUENT HOUSEHOLD PROPERTY & CASUALTY
- BUSINESS POLICY ANALYSIS & CONSULTING
- BUY/SELL AGREEMENTS
- KEY PERSON
- DISABILITY (BUY/SELL & HIGH LIMIT)
- CORPORATE OWNED LIFE INSURANCE (COLI)
- EXECUTIVE RETENTION (GOLDEN HANDCUFFS)
- BUSINESS SUCCESSION & WEALTH TRANSFER
- COMPLIMENTARY BUSINESS VALUATION
We can also refer you to professionals who provide the following services:
Ready to Take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.