Our investment program is called Senior Safe Money Strategies©. It’s based on assurances in writing from the companies with whom we invest your money. We locate firms that will provide clients returns with no loss of principal due to risk*. The aim is to invest only with companies who produce a minimum return and no risk of principal. The investment strategies are often based on the underlying strength of an issuing insurance company.

  • Informed choices
  • Understanding of potential risk
  • Established goals
  • Benchmarks
  • Quarterly reviews

*Past performance is no guarantee of future results, and current performance may be lower or higher than the performance data quoted.