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Welcome To Smart Safe Retirement

Steve has a finance career spanning over 20 years. He spent the last three years focusing on helping clients create predictable retirement income.

Protecting your retirement nest egg from the volatility in our markets today.

Converting the potential tax-trap that are 401Ks and traditional IRAs into a tax-free income engines (The insurance company pays your taxes, unlike a Roth rollout where you pay the taxes)

  • Gain Control of Your Money!
  • Reduce Market Risk!
  • Create Tax-Favored Income!
  • Access Funds for Emergencies or Opportunities!

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Information is not intended as specific financial advice and is for informational purposes only.  Always consult your financial or tax professional before making any financial or tax decisions. Insurance products and annuity income guarantees rely on the financial strength of the insurer.