Overview

Is YOUR Retirement Safe? Our clients need to protect their assets from any market losses, ensure they have enough income to last the rest of their lives, no matter how long either spouse lives, and provide a tax-free legacy to their heirs left behind. Led by a Certified Financial Fiduciary®, we only work in the best interests of our clients, and being 100% independent, we never answer to any company and can show you ALL of your available options. Our clients come to us when they: ✅ Are tired of seeing their retirement savings lost due to market volatility but still want substantial gains ✅ Need to ensure they have enough guaranteed lifetime income for both spouses to cover ALL of their basic expenses ✅ Want to start converting their tax-deferred retirement plans to Roth accounts while tax rates are still low ✅ Feel concerned about leaving a tax-free legacy for their heirs ✅ Desire a stress-free retirement lifestyle The landscape has changed for those seeking a safe and secure retirement, and our clients are tired of putting their energy into: ❌ Plans that have no protection from market downturns ❌ Paying high management fees even when they are losing money ❌ Worrying about outliving their money ❌ Under-utilizing their retirement out of fear of "what if?" After working with our team and developing and implementing their own Safe Money Retirement plan, our clients are able to: 🎯 Know they will never lose a dollar of their hard-earned retirement due to any market event, ever 🎯 Feel confident that they have enough guaranteed lifetime income for both spouses no matter how long they live 🎯 Decide for themselves if they want to pay management fees or not 🎯 Relax knowing their heirs will be taken care of with tax-free dollars once they are gone 🎯 Finally enjoy their retirement and do all those things they have always dreamed of Tim Wood, CFF Founder/Broker of Safe Money Retirement® Radio, Podcast, and Webinar Host, Author www.meetwithtimwood.com