Sunrise For Your Retirement
We Can Help You Plan For Retirement
What We Believe
Our 3 Core Principles
We have 3 main principles, that guide us when helping clients plan for retirement:
Safety First
We put keeping your principal amount safe before anything else. Safety First Money Group offers strategies involving products that don't put your money at risk*. Unlike during your working days, recouping the loss of your money in retirement may not be possible.
Reasonable Rate of Return**
We aim to provide you with a reasonable rate of return**, after keeping your principal safe. When planning for retirement, you should find a strategy that allows for a reasonable rate of return** in order to not find yourself running out of money during your retirement.
Keep it Simple
You may struggle to plan for retirement, as the process of coming up with a strategy is complicated. But it doesn't have to be. Your retirement strategy should be simple, and easy for you to understand. A more complicated strategy is not necessarily a better strategy. We aim to minimize your confusion and create a strategy you're confident in.
The Key to a
Successful Retirement
The money you’ve accumulated over the years should be kept safe. We can help you reach your financial goals and needs. Schedule a no-obligation meeting with us to discuss your retirement strategy.