See Hours
| Monday | 10:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 4:00 PM |
| Saturday | By Appt. Only |
| Sunday | Closed |
About
Overview
BBB Accredited Since: 5/18/2022
Years in Business: 7
BBB Accreditation & Rating
About This Business
Products and Services
Safe Money Retirement® is under the direction of a Certified Financial Fiduciary®, Tim Wood, and is committed to always working in the best interests of our valuable clients 100% of the time.
Guaranteed Lifetime Income products that will pay you (and your spouse if needed) for as long as you live can and will bring relief to the stress that comes with worrying about running out of money before you run out of life.
Various Zero-Loss Growth Plans give you the ability to have growth without any exposure to market risk at all and choose between fixed growth or market-indexed growth (or both). Remember Warren Buffet's #1 and #2 rules about investing... #1- Don't Lose Money, #2- See Rule 1
Ensuring you are taking withdrawals from your retirement assets in the most tax-efficient way possible is critical and is why Roth plans are such a wise idea for many. We offer multiple Roth contribution and conversion plans.
Long Term Care will affect over 70% of retirees at some point in their lives. Ensuring you have a plan to cover those costs when they come is vital to a secure retirement plan.
What do you want to happen when you leave this life? Where do you want your assets to go and how do you want them to get to them? This is part of a Legacy Plan and can be decided now while you are still here.
Business Details
- Local BBB:
- BBB of Greater East Tennessee
- BBB File Opened:
- 5/18/2022
- Business Started:
- 9/1/2017
- Business Started Locally:
- 9/1/2017
- Type of Entity:
- Limited Liability Company (LLC)
Additional Contact Information
- Principal Contacts
- Tim Wood, Founder/President
- Customer Contacts
- Tim Wood, Founder/President
- Additional Phone Numbers
- Other Phone: (423) 930-9100
- Additional Email Addresses
- Primary: 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.
BBB records show a license number of 2440263 for this business, issued by Department of Commerce & Insurance
Department of Commerce & Insurance
500 James Robertson Parkway
Nashville TN 37245
- SMR is licensed and insured in over 20 US states
Additional Information
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