We have a special focus on the safe accumulation of Savings for Retirement using the latest in "tax advantaged" Insurance & Annuity products. Mission Our Top 4 Financial Principles 1. Safety of Principal What good is an investment that might not be there when you need it most at retirement? If peace of mind and quality of life are more important to you and your family than the casino action of Wall Street, then The Safe Money System is for you! 2. Liquidity & Flexibility You need to be able to access your money in case of unforeseen needs or emergencies prior to retirement. Flexibility with your money is second only to Safety. You maintain maximum Liquidity by NOT losing money! 3. Participation in Stock Market Gains, but not Losses We believe in the American system of Capitalism and Entrepreneurship that has made our country great and afforded us all a wonderful lifestyle. So we want you to participate in the growth of the economy over time in the stock market indexes— we just don't want you to participate in the losses nor gamble with your future. Our strategies give you the growth without the risk! 4. An Automatic System of Locking in Previous Gains You need your assets to have sustained growth—not growth followed by continual market declines every five to seven years, and you sure don't want large losses on your savings right before you retire. The Safe Money System avoids that pitfall by locking in your previous gains each year automatically.