Welcome to
Safe Money Matters
Your Partner in Financial Security
Be wise for the future.
Choose who you are
and select the relevant topic for you.
What is your Business worth?
Retain Business Value
5 Risks your Business may be challenged with.
Planning for Risks
Is your Business Success Plan a written Plan?
Success Plan options
Buy/Sell Agreements & Financing
Business Buy/Sell
How can your Business sustain when a Sickness overtakes an Owner?
Business Overhead
How important is your Key Employee?
Key Person benefit planning
Get the most Social Security Income for life.
Social Security Planning
Get affordable, no-hassle and freedom of medical providers.
Medicare Planning
Protect your Retirement Savings from Extended Care expenses.
Long-Term Care Planning
Don't get surprised with Dental Restoration expenses!
Dental Care Planning
Navigating Recovery: The Role of Short-Term Care Plans
Kati’s client, a single woman, faced the considerable challenge of bilateral knee replacement surgery. Beyond the physical demands…
Navigating the Challenges of Long-term Care: A Couple’s Journey
I recently spoke with Rhonda Vry-Bills, a seasoned CLTC instructor, about a compelling case that brings the issue into sharp focus…
Maximizing Social Security Benefits
Understanding Social Security benefits is key for a stable retirement. This guide covers strategies to maximize benefits and avoid pitfalls…