Safe Money Management (SMM) offers personalized financial planning and connects clients with third-party money managers. SMM provides advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and legacy planning. SMM does not sell financial products but its managing member is affiliated with entities that sell insurance. SMM acts as a liaison between clients and third-party money managers.
Fee Structure
Safe Money Management does not directly manage your investments. Instead, they connect you with third-party money managers. You'll pay the money manager directly, and Safe Money Management receives a portion of that fee as a referral. The fees charged by the third-party money manager will be disclosed to you before you sign any agreements.