👉 Book a Free Marketing Strategy Session
Choose a time that works best for you and speak directly with a member of our expert team:
👉 Click Here to Schedule time with Sherrie Norris
👉 Click Here to Schedule time with Cody Mills
👉 Click Here to Schedule time with Caitlin Meyer
All Month Long — Join SafeMoney.com and Give Back to Veterans’ Causes
Now through June 30, SafeMoney.com will donate 20% of your setup fee to a veteran-focused charity of your choice when you join as a new advisor.
We’re proud to honor the brave men and women who’ve served our country—not just on Memorial Day, but all month long. This initiative supports causes that provide crucial services to veterans and their families, including housing assistance, medical support, mental health care, and education.
By becoming a SafeMoney.com member in June, you’re doing more than growing your business—you’re making a difference in the lives of those who’ve sacrificed so much for our freedom.
Choose from These Trusted Nonprofits:
- The Wounded Warrior Project – Supporting injured veterans through rehabilitation, career counseling, and advocacy.
- St. Jude Children’s Research Hospital – While not veteran-specific, it’s a long-standing supporter of military families with children in need of life-saving treatment.
- Tunnel to Towers Foundation – Honoring first responders and military heroes by helping them and their families secure housing.
Why Join SafeMoney.com?
If you’re a financial advisor looking to expand your reach, attract more qualified leads, and build long-term credibility, SafeMoney.com is your marketing partner. Our platform connects you with retirement-ready consumers who are actively searching for trusted professionals.
Here’s what you can expect from your free strategy session:
- Tailored Advice for Your Business Goals
Get expert insights on where you are now and how to grow your retirement planning practice with marketing that works. - Proven Lead Cultivation and Generation Strategies
We’ll show you how our SEO-optimized advisor pages, spotlight videos, and social proof tools help financial professionals get found by high-intent prospects. - Behind-the-Scenes Access
Understand how our system works and what membership includes—from automated follow-ups to video branding and educational handouts. - Credibility That Converts
Being associated with SafeMoney.com boosts trust with both clients and Google, helping you rank higher and close more. - Charitable Impact
Know that a portion of your setup fee supports meaningful veteran-related charities, putting purpose at the core of your growth.
Let’s Talk About Your Practice
This month’s consultations are free, personalized, and designed to help you take the next step in your business—whether you’re a solo advisor, growing firm, or transitioning from another platform.
There’s no obligation—just clear, honest insight from professionals who’ve helped hundreds of advisors scale their businesses and serve their communities more effectively.
Have questions?
📞 Call us directly at 305.680.0940 — we’re happy to help.
Meet the People Behind the Platform
Our team is made up of real people who are passionate about helping advisors succeed. With decades of experience in financial marketing, retirement education, and advisor support, we’re ready to help you thrive.
P.S. Even if you’re not ready to join today, your free consultation could give you the clarity you need to plan your next move. And if you do join in June, your business growth will also help honor our veterans.
