Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

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:

Grow

Prepare for retirement by putting your hard-earned assets to work.

How?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

How?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies

Give

Provide for the people and causes you care about the most.

How?

IRA Legacy Planning

We can also refer you to professionals who provide the following services

 

GROUP BENEFITS

  • 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

WEALTH MANAGEMENT

  • 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

 

INDIVIDUAL INSURANCE

  • 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 INSURANCE

  • 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:

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
 

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.

Schedule a Meeting

Or give us a call at 866.640.7897