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Financial Security Suite

Estate Planning

Estate Planning

Estate Planning

Our tailored estate planning services ensure your assets are safeguarded and distributed …
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Trust Funding and Settlement

Ensure your trust is fully funded and settlements are properly managed with our expert …
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Paul C.

Safe Asset Financial helped me position part of my retirement savings into a safe account that also provides coverage for nursing home care expenses without buying additional insurance. I saved over $4000 a year in premiums!

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February 21, 2024
Judith H.

I was inundated with so much information when I was turning 65 that I didn't know where to begin. Michael was able to explain how supplements work and enroll me in an affordable plan with a low-risk pool to help manage rate increases as I get older.

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February 21, 2024
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(877) 658-2494
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