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About

About This Business

Safe Money Solutions provides financial and insurance services, including business succession planning, income planning, life insurance, and long-term care solutions. The company assists clients with retirement strategy, social security planning, and tax strategies through customized financial plans.

BBB Accredited Since: 9/2/2019

Years in Business: 7

Products and Services

Business Succession & Planning, Dream/Do Generational Vault, Income Planning, Insurance Solutions, Legacy Planning, Life Insurance, Long-Term Care, Medicare, New Generation Retirement, Retirement Strategy & Risk, Seminars, Social Security, Tax Planning

Photos and Videos

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Business Details

BBB File Opened:
2/4/2019
Business Started:
12/14/2018
Business Incorporated:
12/14/2018
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Michael L Clanin, Owner

Additional Contact Information

Principal Contacts
Michael L Clanin, Owner
Customer Contacts
Michael L Clanin, Owner
Fax numbers
Primary Fax: (319) 975-7102

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.

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