- Anthony DeMello

Very simply put, our firm believes in “safety-first” planning. We have been around the block more than just once or twice.  We've worked with hundreds of clients over the years, and not once have we met someone with considerable wealth who made their money in the stock market.  Yet, most people have the majority of their money - money they cannot afford to lose - sitting at risk in the market, vailed under the guise that they are somehow protected from losses because their broker tells them they are "well-diversified" amongst stocks and bonds. Meanwhile, the broker (as charming as s/he may be), is making money off your money whether it’s up, down, sideways or backwards. But, the wise know true diversification goes far beyond traditional stock-bond arrangements.

Fortunately for you, there are several strategies from which you could potentially benefit, and of which you are likely not aware if you’ve worked with a “traditional” planner. It's time to question "conventional wisdom" and open yourself to other - perhaps more sound - principles of achieving your financial objectives. Give us a call; we’d be happy to introduce you to Safe Money Strategies.