Our mission is to make or save our clients hundreds, thousands, and with wealthier clients even hundreds of thousands of dollars from ideas we have and programs we offer.
We strive to stay in touch with clients to keep up with their ever changing lives to help them maximize what they are doing and minimize mistakes. We believe in the Golden Rule. Do for other people what you would like to have them do for you.
Since 1984, I have been helping clients obtain better insurance and position investment dollars in different places than they had, with different companies, with better results.
I don't have all the expertise myself. I use teams of specialists to shop from over 200 well known companies for you. I then present your options and I promise to never push you to do anything.
Generally, after a single visit, we find ways to make or save our clients hundreds, thousands, and with wealthier clients even hundreds of thousands of dollars from just a single idea.
Of course, the more time I spend knowing about your situation and consulting with my teams, the more I can help you maximize what you are doing and minimize mistakes.
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
Please visit our educational website www.SafeMoneyPlaces.com for more information.
Compare Financial Ideas
P.O. Box 21427
Chattanooga, TN 37424
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