Complete, Business-Building Solutions for the Independent Financial Services Industry
Marketing, Advertising, Investor Communications, 
Financial and Insurance Publishing Solutions & More

Logo Design

Lead Funnel and Lead Magnet – 

37 touch prospect to client system

Website Creation & Design

We specialize in building personalized and customized websites with already established traffic.

Lead generation is the lifeblood of any business. We'll boost your visibility on Google, Bing, and other search engines quickly.

SEO - Organic Methods

Client relationships aren’t built overnight. They take time to develop. We educate the consumer with valuable financial planning content.

Lead Funnel and Lead Magnet

In today’s evolving markets, independent financial professionals need a partner they can count on.
At Safe Money Broadcasting, we’re experienced, qualified, and ready to help you supercharge your financial practice. Through our services and solutions, discover powerful new ways to build public awareness of your firm, serve your clients, and achieve a new level of profitability.

Pricing & Plans
 That Suits You Best

Additional State Business Listing


What states are you licensed in? 
If you are licensed in more than one state feel free to add other state listings here.

Additional State Listing Request

IMO Affiliated Advisors


Independent Advisors working 
with Collaborative IMOs 
Inquire Within

Business Listing


Premium Advisor Listing Monthly

Price Increases July 12th

$99.99 Setup & $24.99 Monthly

Premium Advisor Listing Annual


Contact us TODAY!


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You are going to hit the ground running with this logo plus stationery design and 500 business card service.

It starts with a choice of 5 really well thought out logo designs to select from. Unlimited revisions and redraws make it a worry free experience. Once the logo design is complete you get presented with 3 
stunning choices of stationery design. We never use templates so you are guaranteed to get custom designs that will really show off your new logo and make your business look bigger and more established. Because all our design services are no compromise, you get unlimited changes and redraws for complete peace of mind for the stationery too.

Once we have finished the design work, we will get our expert print team involved. You are going to get 500 extremely high quality business cards delivered to your door anywhere in the USA or Canada. These are not ordinary business cards, they are really thick. About the thickness of a credit card. When people hold these cards in their hands they know they are dealing with quality. These business cards make the right impression every time!

Design+Print Package, All logo design & stationery features as per above packages, plus, 500 business cards for one person, 16pt heavy premium stock, Gloss or matte finish choice...

Business Starter Package

This “no compromise” custom logo design service is packed with all the fantastic features listed below, including unlimited revisions and redraws if needed! Do not settle for second best, get started today and you will be looking at 5 exciting logo design choices in just 3 working days.

Design Package, Unlimited revisions, Minimum of 5 designers, Minimum of 5 initial concepts, Full copyright, ownership, 3 day turnaround, Multiple file formats supplied

Logo+Stationery Design

From a design perspective, this logo plus stationery design service leaves nothing out. First you get 5 incredibly exciting logo design choices to select from. It´s a complete logo design service so you get unlimited logo design changes and redraws until you are absolutely delighted. Once the logo is complete, we start the stationery design layouts. These are not templates but custom designed pieces that really show off your new logo and make your business look highly professional and established.

You will get 3 different designs of business card, letterhead and envelope to select from. Unlimited revisions and redraws to fine tune until you end up with the perfect logo design and stationery.

  • Design Package
  • All logo design features provided with the logo design package above, plus…
  • Business card design ready for print
  • Letterhead design ready for print
  • #10 envelope design ready for print

Custom Website Creation and Design

We specialize in building personalized and customized websites for our advisor partners with already established traffic...

Pinning down what makes a well designed site in artistic terms is something that takes talent and, often, years of experience. A great design builds your brand, is visually pleasing and coherent. All elements should be spaced well and properly aligned. Graphical elements should be sharp and complementary in terms of shape and colour. And you should use the design to guide the user around the page: prominence can come from the size, colour and position of each element.

Your website should accomplish all these objectives:

Brand: name, logo, slogan, and/or design scheme associated with a product or service.

Marketing: is "the activity and processes for creating, communicating, delivering, and exchanging
offerings that have value for customers, clients, partners, and society at large."

Advertising: is a form of communication used to encourage or persuade an audience (viewers, readers or listeners. Sometimes a specific group of people.) to continue or take some new action. 
Most commonly, the desired result is to drive consumer behavior with respect to a commercial offering..

Broadcasting: is the distribution of audio and video content to a dispersed audience via any audio visual medium

SEO – Organic Methods to Increase Website Traffic

Lead generation is the lifeblood of any business. Boost your visibility on Google, Bing, and other search engines, and increase the opportunity to set more appointments with prospects. Getting your website on the first page of Google will help bring more leads in!

Using state-of-the-art tactics, our digital marketing team got us to #1 on Google for “safe money.” Put that expertise to work for you and up the potential for new business-writing opportunity. Best of all, these leads come in from Google at no cost, which saves you valuable marketing dollars.

SEM - Paid Online Advertising

What PPC means: Every time a prospect clicks on your advertisement through Facebook, they will be directed to a landing page and a cost will be taken from your account. You have complete control of your budget and how much you would like to spend on a daily basis.

We can help drive leads for you with Facebook advertising or paid ads on Google. 
Seminars, educational events, other business-building goals.... Talk to our team to discuss what we can help with.


Client relationships aren’t built overnight. They take time to develop. Using the Internet to attract new prospects is effective, but many people aren’t ready to take action at the first step. Nurture and cultivate these relationships with premium content, via our exclusive, 37-touch client relationship-building system.

This system has been carefully setup to build familiarity and trust with prospects. It helps to set the stage for an in-person consultation. You don’t have to waste hundreds of man-hours or valuable marketing dollars to build this, or rely on someone else who doesn’t know what they’re doing. Just plug our client marketing system into what you’re doing already. We will setup everything on your site so you’re plugged in and handle the technical stuff for you.

Our team can also personalize this system’s content with your own branding.

Marketing and Advertising Services

Starter Marketing Services
Starter Marketing Services
Starter Marketing Services
Website Plus
Website Plus
Website Plus

Content Writing Services

Need a hand in creating powerful, dynamic content for a biography, educational materials, flyers, articles, or other sales-making items? Put our content writing team to work for you. From start to finish, we'll handle the entire writing process so you're freed up to focus on what matters: your clients and your business.

Our content writers specialize in creating content for online resources and offline materials. Your materials will be customized to you and your practice, and will be carefully developed to communicate your knowledge, value, and professionalism. Our communications experts have strong experience in the financial industry, including communications, reporting, and investor relations for publicly traded companies and helping other advisors just like you. Get started with the power of the pen today!

Content Writing Services

Facebook Advertising for the Independent Advisor

Objective is to generate prospective clients to meet with, and as possible candidates to whom you can offer guaranteed retirement solutions. 

Facebook Ads Click Here
Webinar Replay Service