Local Seminars
Get must-know insights on retirement issues relating to your financial future - including getting the most out of your Social Security benefits. We offer local, no-cost seminars to help you make well-informed decisions with confidence.
Wealth Preservation
Discover advanced strategies to keep your wealth safe and intact. We can help you protect life savings from market volatility, tax liability, and other costly wealth-draining factors. Learn ways to make your money work for you.
Income Planning
Let us empower you to enjoy peace of mind and know how you will pay for your fixed-income needs each month. See how you can benefit from specialized financial strategies for lifelong, reliable income no matter what the market does.
Retirement Planning
Build a personal plan so you can maintain your lifestyle and spend with confidence. We offer planning options for many goals: income, asset protection, risk management, low-risk wealth accumulation, and more.
SafeMoney.com Blog
What Is a Wealth Transfer?
When thinking about retirement, it’s common to ponder about how we will want to leave something for loved ones once we are no longer here. Of course, there are many aspects to this issue: lowering taxes for heirs to pay, protecting assets from legal risk, keeping family conflict to a nil, and more. In estate Read More
The post What Is a Wealth Transfer? first appeared on SafeMoney.com.
Social Security Claiming Strategies
Are you trying to decide when to start drawing on your Social Security benefits? Knowing what your options are before you make an irreversible decision can really pay off. It may be surprising to see the number of ways that you can increase your benefits, regardless of whether you take them early, on time, or Read More
The post Social Security Claiming Strategies first appeared on SafeMoney.com.
Proud Affiliate of Marrone Law -- Specializing in Personal Injury Cases and Other Civil Litigation
Read this 12-page book above - finally, a blueprint on how to build a more worry-free retirement with a financial strategy that has a Safe Money First Foundation: CLICK HERE
Get In Touch
Contact us to request a personalized consultation and get answers to your questions.
"I recommend Mike Marrone, and Marrone Financial, for their professionalism, financial experience, and knowledge of the retirement planning space. Mike is exemplary in his dedication to consumer education and in helping his clients find solutions that fit their complete financial picture."
Brent Meyer Jr., Founder of SafeMoney.com
SAFEMONEY.COM ADVISORS FEATURED ON
The education we provide here is imperative to your financial success, especially in today's economic environment. Here you will learn how to create a plan that is guaranteed to meet or exceed your immediate or distant financial expectations. We encourage you to share this academic resource with your friends and family, so that they can also empower themselves with the knowledge found here.
