Company Mission Statement and Goals
Our mission is to position this company as a thought leader in the independent financial advisor space. We strive to be a trusted resource where independent advisors can access support without any obligation to align their business with us. By providing the same level of marketing, consumer education, and branding assistance typically reserved for captive agents, we can significantly enhance the value we bring to the industry. This enables independent advisors to maintain their autonomy while benefiting from the robust resources and support typically available only in the captive financial industry.
Core Values
The mission and goals of our model are for all members of the Safe Money Advisor community to adhere to these core values:
By upholding these principles, we will continue to be a supportive and credible environment for independent financial advisors, helping them to thrive and better serve their clients.
- Client Needs First: Always put the client’s needs at the forefront of all decisions and actions.
- Comprehensive Client Assessment: Conduct a thorough assessment of the client’s needs and analyze multiple products and solutions before presenting ideas, strategies, and proposals.
Founded in 2006, Safe Money Resource is an independent marketing organization specializing in safe financial strategies. Our mission is to serve independent financial professionals, retired and working Americans with passion, purpose, conviction, and responsibility. As a valued member of our team, you will have the backing of an agile, responsive partner to grow your business and stay ahead of the curve.
Serving You and Your Clients
Our focus is on learning your business model, delivering exceptional support to accelerate growth, and helping you better serve your clients through retirement financial recommendations in their best interest. Integrity, transparency, innovation, and consumer education are the core values of our business – we seek to partner with advisors who embody these values in their own practices.
Complete Resources and Support for Business Growth
Financial retirement planning is a relationship-based business. The American public seeks qualified, trustworthy advice so they can make decisions with confidence, and you are looking to connect with people who need your guidance and your solutions.
As an advisor-partner, you will receive access to a complete consortium of business-building support:
- Leading-edge marketing and sales solutions
- Innovative sales concepts, marketing programs, and full-scale advisor platforms to grow your business
- Ties to a company known for uncompromising ethics and integrity
- Proven recommendations and processes you to offer best-interest recommendations to your clients, and to satisfy current/new regulations
- Annuity and life insurance innovations
- Knowledgeable product and sales specialists
- Independent financial consumer research
- Breakthrough business development tools
- Tier-one client support
- Industry-leading carriers and the finest product offerings
If you believe your values align with our business philosophy, and you are ready to work with a team that will drive real, meaningful results for your business, don’t hesitate.
Call us today at (800) 790-7791 to discuss your business model, needs, and how we can help you with the cases on your desk. We look forward to the opportunity to serve you and earn your business. Thank you!
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