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 in retirement.

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

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Upcoming Workshops

Free Educational Workshop

Mandel Public Library of West Palm Beach/ Clematis Room - Free to all registrants

Plenty of parking in adjoining garage

6:30 P.M. - 8:30 P.M.

411 Clematis Street, West Palm Beach, Florida 33401

Meet the Worshop Presenter

Matthew G. Sherman / Certified Financial Fiduciary

Matt was born and raised in West Palm Beach, Florida. He has always had a passion for helping people and shares with his clients at all economic levels innovating ways to how 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
  • How to Properly file for 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
  • Much more

A Guide To 401 K Rollovers
  • Understanding the IRS rules and regulations regarding your 401k
  • How to avoid the most common mistakes when rolling over a 401k
  • What investment options are available to roll a 401k into and which ones are not
  • How to choose the best option for you
  • How to use a 401k to generate predictable and reliable income for life
  • Much more
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
  • How to properly use tax advantaged savings vehicles
  • Much more

Safe Money Principals
  • How to establish retirement goals and objectives based on your risk tolerance
  • How to avoid common financial mistakes
  • How to optimize your asset allocation to minimize or eliminate the risk of loss
  • How to generate predictable and reliable income for life
  • Much more

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

If you attend one of our Educational Workshops, you will have the opportunity to follow up 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

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

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 Tax Analyzer

To be prepared for retirement, you first need to establish your after-tax retirement income goal adjusted for inflation. You also need to determine if your retirement assets are sufficient to meet your goal. If you are not on track, your next step is look for a way to provide financial security in a tax-efficient manner.

Learn More

Free Safe Money Resources