About Us
Welcome to SaferWealth, we are wealth professionals that blend finance with health to mitigate life risks. Our goal isn't to make you super rich but to ensure your life is free from health and financial threats. Here, wealth means security, comfort, and a worry-free life. When your foundation is protected and your family needs are met, you now have the ability to invest in the high return opportunities presented, take on side-hustles that can move you to the next level with out jeopardizing your future. You can’t be wealthy if you don’t make the same moves they do.
Our Approach
At SaferWealth, we do not separate financial wealth from overall well-being; they must be in sync and work together. Our life plan starts with where you want to end up. Like the wealthy, who choose a lifestyle they desire and work hard to achieve it, we believe in setting clear goals. They don’t speculate—that’s left to the middle class. Instead, they define an endpoint and diligently work toward that goal. Once it is achieved and secured, they increase their risk appetite.
In the end, you will likely experience a re-prioritization of life goals and a clearer understanding of what is truly essential and important. You may realize that what you are working toward now will not necessarily lead you to where you want to be. Everyone works hard, but we must also enjoy life in a stress-free environment, knowing that our future is secure. Our approach is designed to help you achieve this.
No two plans are the same—you can’t simply follow what your neighbor did.
Our Commitment
You are in control of your health and financial security. You will realize your goals as quickly as you adjust your lifestyle to achieve them. A journey of commitment and sacrifice is the surest path to your dreams.
Our commitment is to join you on this path, serving as your guide and resource at the crossroads. Through education, meetings, questionnaires, and other means of understanding you deeply, we will provide alternatives to help you achieve the success you desire. We offer a path less traveled—one that leads to peace and security while allowing for the excitement of taking risks, knowing your foundation is secure.
