Smart Safe Retirement specializes in helping individuals develop sound retirement strategies and offer a personalized, hands-on service led with education to help them build and protect wealth. I understand the challenges of retirement today and know the biggest concern for many is outliving their money. I am a strong advocate for creating tax-free income streams whenever possible.
Steve Wood has a finance career spanning over 20 years. He spent the last three years focusing on helping clients create predictable retirement income.
We help clients hedge against market volatility and hedge against taxes when possible. Smart Safe Retirement is completely independent, so our client’s interests are our only focus.
Generational Vault
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place … that is easily accessible! Our Generational Vault is a virtual “safety deposit box” for you to upload important documents and view financial information. Generational Vault is available 24/7 making your essential documents readily accessible at the click of button. Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.
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.