Retire Your Risk

Safe Money Solutions is our only focus when it comes to your Retirement!

What if there was a retirement strategy where your money was 100% guaranteed to be protected against market losses and earning a reasonable rate of return. Good news! Such a product does exist!

Studies have shown that more people fear running out of money than they fear death. If you are afraid of running out of money, then why would you expose it to unnecessary risk? We offer our clients safe money solutions that can guarantee their hard-earned money is protected from market losses.

After all, why would you want to risk financial happiness and security in retirement.

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Upcoming Free Summer Workshops

Location: 700 South Rosemary Avenue, Suite 204, West Palm Beach, Florida 33401

Park in adjoining garage and we will stamp your parking ticket.

July 30th from 6:30 p.m. - 8:30 p.m.

August 27th from 6:30 p.m. - 8:30 p.m.

Meet the Worshop Presenter

Matthew G. Sherman / Certified Financial Fiduciary

Matt was born and raised in West Palm Beach, Florida and has always had a passion for helping people. For over 25 years Matt has been sharing with his clients at all economic levels innovating ways to Transition Into Retirement safely and with peace of mind. He loves teaching classes and speaking at different organizations throughout South Florida.

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Social Security Benefits
  • Optimize the amount you are eligible to receive
  • How much income you can make and still draw Social Security
  • How to claim spousal benefit, even if you are divorced

Retirement Basics
  • Factors that influence when you can retire
  • How to properly "crunch the numbers" with our free software
  • How to put together a retirement roadmap

A Short Guide To 401K Rollovers
  • How to choose the best option for you
  • How to use a 401K to generate predictShort able , safe and reliable income for life
Safe Money Principals
  • How to establish retirement goals and objectives based on your risk tolerance
  • How to optimize your asset allocation to minimize or eliminate the risk of loss

Essentials of Estate Planning
  • Understanding probate
  • The importance of wills, living wills, health care powers of attorney
  • Do you need a trust?

Would you Prefer a One-on-One Strategy Meeting?

If you attend one of our Educational Workshops, you will have the opportunity to meet with with a Certified Financial Fiduciary® for a Free 1 hour strategy session and receive any 2 of the 4 retirement tools listed below Free with no obligation!

Retirement Tools

Social Security 360 Analyzer

This 9 page comprehensive and robust aid helps analyze Social Security Options including personalized filing strategies, break even analysis and cash flow analysis.

Learn More

Retirement Analyzer

This is a 30 page detailed report that is designed to give a realistic view of how funds may last throughout retirement.

In addition, we are able to illustrate the effect of premature death, a nursing home stay, or a market correction.

Learn More

Asset Lock

AssetLock® is a communication tool used to help users stay informed on their retirement accounts. With AssetLock® Personal, the user has complete control over the downside percentage (AssetLock® Percentage), which is used to send alerts.

To sign up for AssetLock® Personal, please visit: https://secure.assetlock.com/signup/3YD on a computerOr: https://secure.assetlock.com/app/3YD on a mobile device

Learn More

Free Safe Money Resources