Your Financial Future,

Protected & Preserved

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Income You Can Count On

We help pre-retirees and retirees turn savings into reliable income that lasts a lifetime.

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Preserve What You've Built

Protect your principal, reduce tax exposure, and live into your financial legacy with strategies designed for stability and peace of mind.

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Real Solutions for Real Retirement Needs

We guide you through the financial decisions that matter most in retirement.

Your Retirement Should Feel Comfortable, Confident, and Completely Yours

With decades of retirement-focused experience, we take a proactive, personalized approach to financial planning. Our strategies prioritize income stability, asset protection, and tax efficiency—so your money lasts as long as you do. By addressing real-world concerns like long-term care, Social Security taxation, and IRA distribution planning, we help you retire with greater clarity, confidence, and control.

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"After investing with a large national financial planning firm for a decade,  I had no effective financial plan for retirement.


In just a short time working with Andrea and Sal, my new advisor, I have a plan in place for a brighter financial future."
— Christine B., Client Since 2023
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"We have known Sal for more than 15 years, and during that time we have entrusted him with our entire financial plans. We found him to be knowledgeable, competent, professional, helpful; and would not hesitate to continue to use his services and have no reservations to recommend him to others. It is with great pleasure that we encourage the use of his exceptional talents!"

– Jean & Louis D, Clients Since 2006
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"I have to thank Sal for all of his advice and hard work this past year with Eileen and myself. We are extremely happy with what we have done together and now we are going into retirement with happy and sound financial footing so we can spend retirement with financial peace of mind and enjoy life. "

- Mike & Eileen R., Clients since 2020
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A Clear Path Forward, With a Team You Trust

Retirement planning is personal. It’s not just about numbers—it’s about protecting your future, supporting your loved ones, and making the most of the years ahead. At Safe Financial Solutions, we treat every plan with the care and commitment we’d give our own family. Because when it comes to your retirement, there’s no room for guesswork—only thoughtful guidance, trusted relationships, and solutions that last.