About Safe Money Resource
Small business connection, big business results
Established in 2005 – Safe Money Resource (SMR) is the most non-biased Independent Insurance Marketing Organization supporting only the most qualified & trustworthy, licensed financial services professionals.
With the world moving into a new age of economic uncertainty, the American public seeks information on safe money alternatives to stocks, bonds, mutual funds, saving accounts, CDs, and other financial instruments. On the advisory side, top independent financial professionals require exceptional training, non-biased product selection, first-class back-office support, and best-of-breed marketing solutions. Come see what the power of our national resources, big-business relationships, responsive service, and small-business family environment can do for your practice.
Take Your Practice To The Next Level
We all value the freedom to run our business our way—that’s why so many of us chose the independent advisor path. But independence doesn’t mean going it alone. Every advisor faces obstacles that can stall growth and limit potential.
So ask yourself: What’s standing in the way of your next level?
Now imagine what’s possible with the right strategic alliances in place. The right partnerships can streamline operations, enhance your brand, and give you access to tools, resources, and expertise that fuel both personal and business growth.
See how our strategic alliances can help you overcome your biggest challenges—and unlock new opportunities to grow with clarity and confidence.
We Work For You
Your clients count on you for advice that protects their future—and you deserve the same level of trusted support behind your practice. At Safe Money Resource, we’re more than just a partner—we’re independent advisors ourselves. Since 2006, we’ve championed integrity, transparency, and real-world guidance that puts you and your clients first.
We’re not captive to carriers or products. We exist to empower independent professionals like you—with strategic insight, flexible support, and a commitment to doing what’s right for every family you serve.