Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Retirement Planning Services

Georgia Safe Retirement Planners

About

About This Business

Georgia Safe Retirement Planners is an independent financial planning and insurance agency dedicated to helping Georgia residents protect, grow, and preserve their retirement savings. Our firm specializes in retirement income planning, tax-efficient investment strategies, life insurance, annuities, Medicare planning, long-term care insurance, and Social Security optimization. We proudly serve individuals and families across Georgia through virtual consultations, local meetings, and in-person office visits.
Our mission is to help clients reduce taxes, eliminate retirement uncertainty, and build reliable income streams that last a lifetime. We focus on safe money strategies that prioritize financial security, especially for pre-retirees, retirees, and high-net-worth households concerned about outliving their money, market risk, rising healthcare costs, and legacy planning.

BBB Accredited Since: 7/29/2025

Years in Business: 12

Business Details

BBB File Opened:
7/29/2025
Business Started:
1/10/2013
Business Incorporated:
1/10/2013
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Shawn Plummer Holdings, LLC.

Additional Contact Information

Principal Contacts
Mr. Shawn Plummer, CEO
Customer Contacts
Mr. Shawn Plummer, CEO
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.