Safe Money Solutions 605 North Rd Category: Retirement Planning Services |
Company representatives
Steven Schmidt, Co Founder
About Safe Money Solutions
Safe Money Solutions provides financial evaluation in five areas to retirees: Investment Planning, Asset Protection, Income Planning, Tax Reduction,
Safe Money Solutions LLC is an independent company that was founded in Duluth, Minnesota, in 2005. Steven W. Schmidt, a Minnesota native, has been working with accumulation, preservation, distribution, and tax planning since 1978. Steven J. Erickson, also a Minnesota native, has a Bachelor of Science degree in economics and has been in the business since 1992. The company is focused on providing a safe haven for your nest egg and preparing you and your heirs for the future. The independent nature of this company assures quality financial advice tailored specifically to the individual.
Products and Services
- Investment Planning, Asset Protection
Business categories
- Estate Planning
- Pension and Retirement Plan Consultants
Employees
1
Years In Business
19