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Helping you enjoy the retirement you've earned with solid growth and a guaranteed income plan. Because a good plan is always better than a good guess.
Helping you enjoy the retirement you've earned with solid growth and a guaranteed income plan. Because a good plan is always better than a good guess.
How do you feel about your current IRA?
How do you feel about your current IRA?
Confused ? Uninformed ? Angry ?
Confused ? Uninformed ? Angry ?
WHAT DROVE YOU HERE?​
WHAT DROVE YOU HERE?​
- Are you happy with the return on your IRA?
- Do you have a guaranteed plan for income in your retirement?
- Did you lose a significant amount of your nest egg in 2008/2009?
- Are management fees eating up your market gains?
- Do you have a plan in place to help your family understand your IRA should you pass away?
- What is your risk tolerance?
- Can you "DO THE MATH" and calculate your retirement paycheck with your current IRA?
- Would you like a 10 % bonus on your IRA rollover?
No pressure presentations of products and benefit features that may be a good fit for your needs.
Easy enrollment process.
A Good Plan is Always Better Than a Good Guess
A Good Plan is Always Better Than a Good Guess
At Safe IRA Solutions, we have a passion for researching the finest financial companies and products. With a needs-based, individually-tailored approach, the goal is to maximize our clients' retirement income balanced with protection from high fees, prevention of losses from market fluctuations, and education- which gives our clients a thorough understanding of their individual plan with a focus on growth, guaranteed income, legacy building for their families, and tax efficiency.
Our clients come from all walks of life: business owners, nurses, police personnel, teachers, factory workers, retirees, housewives, house husbands, accountants, funeral directors, etc.
Several are nearing or have reached retirement age.
Some of our clients have inherited an IRA or other money from a relative who has passed away.
Many have managed to save much of their earnings.
Still others have changed jobs and wish to take control of their IRA/401K .
Our clients come from all walks of life: business owners, nurses, police personnel, teachers, factory workers, retirees, housewives, house husbands, accountants, funeral directors, etc.
Several are nearing or have reached retirement age.
Some of our clients have inherited an IRA or other money from a relative who has passed away.
Many have managed to save much of their earnings.
Still others have changed jobs and wish to take control of their IRA/401K .
Our Hassle-free/ Pressure-free process
Our Hassle-free/ Pressure-free process
Step 1. Review of current IRA/401K
Step 1. Review of current IRA/401K
The first meeting is designed to help understand your current situation. It includes a review of your IRA/401K with a discussion to help analyze your needs, risk tolerance, and goals.
Step 2. Development of proposals
Step 2. Development of proposals
In this step, we take the information gathered in the review, and form a plan. This step includes collaboration with numerous experts from financial companies, accountants, lawyers, and our staff. Proposals are assembled which seem like they may be a good fit for your individual needs.
Step 3. Discussion of proposals
Step 3. Discussion of proposals
A presentation of the proposals developed in step 2 takes place with all of the key decision makers. You will be made aware of how each vehicle functions to provide you with a guaranteed income in retirement, a guaranteed growth rate, and a maximizing of your legacy to your family in the event of your death.
Step 4. Decision and enrollment
Step 4. Decision and enrollment
After careful consideration, you select the plan which makes the most sense for you. The application process proceeds, after which the work of following up with your current IRA company, making sure forms are correctly filled out, and the implementation of your IRA plan begins.
Please call us to learn more
Please call us to learn more
(219) 712-​0488
(219) 712-​0488
What our customers are saying
What our customers are saying
I like the idea of all the guarantees: income in my husband's retirement, growth, and should something happen to him, I can keep the same guaranteed income for the rest of my life.
Judy- Beecher, Illinois.
After several years of fees eating up my IRA growth, I am very pleased to have a plan in place which guarantees a nice interest rate with a solid plan for accessing the money I have saved for retirement.
Richard- East Chicago, Indiana