SAFE-Money Alliance specializes in working with retirees and those nearing retirement who want to protect their principal and ensure that their money lasts forever. It's president, Mark Goldstein, also built a national insurance marketing organization responsible for recruiting, training and managing a team of over 1,200 independent insurance agents and advisors in the areas of annuities, life insurance, health and disability insurance, long-term care and Medicare supplements. Mark’s passion is leveraging his wealth of knowledge, experience and financial expertise to simplify complex safe-money strategies and help people understand and benefit from the unparalleled power of the products offered through the SAFE-Money Alliance.
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Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Estate Planning Indexed Annuities Indexed Universal Life Insurance Retirement Planning Wealth preservation
Category
Financial Planners
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