WELCOME TO
SMART SAFE
RETIREMENT
A Trusted Strategy for Secure and Steady Retirement Income
Retirement should be a time of security, not uncertainty. Our time-tested strategy focuses on generating a steady and predictable income, helping ensure your savings last throughout retirement. By prioritizing stability, tax efficiency, and asset protection, we give you the confidence to enjoy your retirement years without financial stress.
WELCOME TO
SMART SAFE
RETIREMENT
A Trusted Strategy for Secure and Steady Retirement Income
Retirement should be a time of security, not uncertainty. Our time-tested strategy focuses on generating a steady and predictable income, helping ensure your savings last throughout retirement. By prioritizing stability, tax efficiency, and asset protection, we give you the confidence to enjoy your retirement years without financial stress.
DISCOVER THE KEY TO A SECURE AND COMFORTABLE RETIREMENT
WATCH OUR INFORMATIVE VIDEO
Discover how to create a retirement income that’s guaranteed to last as long as you do!
DISCOVER THE KEY TO A SECURE AND COMFORTABLE RETIREMENT
WATCH OUR INFORMATIVE VIDEO
Discover how to create a retirement income that’s guaranteed to last as long as you do!
| SERVICES
I specialize in strategies that protect and grow your wealth:
Legacy Planning
Legacy planning ensures your wealth and values are passed on to the next generation in the most meaningful and tax-efficient way. From charitable giving to inheritance strategies, we help you create a lasting impact for your loved ones. With my in-depth knowledge and personalized approach, I guide families in preserving what matters most your legacy.
Indexed Universal Life (IUL)
Indexed Universal Life insurance provides flexible protection along with the opportunity to grow cash value linked to market performance, without the risk of direct market exposure. I specialize in tailoring IUL strategies to match your long-term goals, balancing growth potential with financial security.
Advanced Leveraging Techniques
These strategies use smart financial structures to maximize your wealth, often by using existing assets to fund new opportunities without liquidating holdings.
I bring advanced insight and strategic thinking to help you grow and protect your wealth through carefully structured leveraging techniques.
Estate Planning
Estate planning organizes your assets and wishes to ensure a smooth transition and minimize legal complications or tax burdens. We work with trusted legal professionals to create a plan that respects your legacy. With years of experience guiding clients through the estate planning process, I help you safeguard your family’s future with clarity and confidence.
Top-Rated Annuities
Annuities offer guaranteed income and protection against market volatility. We provide access to top-rated products that align with your risk tolerance and retirement income goals.
As a trusted advisor, I help you select the right annuity solutions that deliver stability and peace of mind throughout retirement.
| SERVICES
I specialize in strategies that protect and grow your wealth:
Legacy Planning
Legacy planning ensures your wealth and values are passed on to the next generation in the most meaningful and tax-efficient way. From charitable giving to inheritance strategies, we help you create a lasting impact for your loved ones. With my in-depth knowledge and personalized approach, I guide families in preserving what matters most your legacy.
Indexed Universal Life (IUL)
Indexed Universal Life insurance provides flexible protection along with the opportunity to grow cash value linked to market performance, without the risk of direct market exposure. I specialize in tailoring IUL strategies to match your long-term goals, balancing growth potential with financial security.
Estate Planning
Estate planning organizes your assets and wishes to ensure a smooth transition and minimize legal complications or tax burdens. We work with trusted legal professionals to create a plan that respects your legacy. With years of experience guiding clients through the estate planning process, I help you safeguard your family’s future with clarity and confidence.
Advanced Leveraging
Techniques
These strategies use smart financial structures to maximize your wealth, often by using existing assets to fund new opportunities without liquidating holdings.
I bring advanced insight and strategic thinking to help you grow and protect your wealth through carefully structured leveraging techniques.
Top-Rated Annuities
Annuities offer guaranteed income and protection against market volatility. We provide access to top-rated products that align with your risk tolerance and retirement income goals.
As a trusted advisor, I help you select the right annuity solutions that deliver stability and peace of mind throughout retirement.
MEET STEVE WOOD | INDEPENDENT INSURANE BROKER
YOUR TRUSTED PARTNER IN SMART
RETIREMENT PLANNING
With over 20 years in finance, Steven Wood has spent the last six years helping clients build predictable, worry-free retirement income. As an independent advisor, Steve puts your interests first, crafting strategies to hedge against market volatility and minimize taxes when possible.
More About Steve:
Lives in Frisco, TX, with his wife and twin third graders.
Passionate about family, faith, and financial security.
Featured speaker & author on national retirement podcasts and seminars.
Supports animal rescue groups with time and financial contributions.
Enjoys working out, music, teaching math to his kids, and sharing dad jokes!
MEET STEVE WOOD | INDEPENDENT INSURANE BROKER
YOUR TRUSTED PARTNER IN SMART RETIREMENT PLANNING
With over 20 years in finance, Steven Wood has spent the last six years helping clients build predictable, worry-free retirement income. As an independent advisor, Steve puts your interests first, crafting strategies to hedge against market volatility and minimize taxes when possible.
More About Steve:
Lives in Frisco, TX, with his wife and twin third graders.
Passionate about family, faith, and financial security.
Featured speaker & author on national retirement podcasts and seminars.
Supports animal rescue groups with time and financial contributions.
Enjoys working out, music, teaching math to his kids, and sharing dad jokes!
GET A COPY OF MY EBOOK: THE HIDDEN RISKS OF RETIREMENT
"Sequence of Returns – What You Need to Know"
These eye-opening insights could save you thousands of dollars in retirement.
GET A COPY OF MY EBOOK: THE HIDDEN RISKS OF RETIREMENT
"Sequence of Returns – What You Need to Know"
These eye-opening insights could save you thousands of dollars in retirement.
STATE LICENSED & CERTIFIED
Fully equipped & trained to provide professional financial services in the residential states of:
CA, DC, FL, KS, MD, SC, TN, TX
Copyright © Smart Safe Retirement LLC. All Rights Reserved.
© 2025 & Beyond | Privacy Policy | Terms of Service
This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
Copyright © Smart Safe Retirement LLC. All Rights Reserved.
© 2025 & Beyond | Privacy Policy | Terms of Service
This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.