Safe Money Resource Launches ‘Safe Money Approval’ Process for Ensuring Investors Benefit from ‘Clients First’ Minded Financial Planning Experts

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Under Safe Money Resource’s new approval process, people get access to qualified, independent advisors who have been carefully vetted for high ethical standards and expertise.

Safe Money Approved

Is Your Advisor Safe Money Approved?

No matter what your unique circumstances may be, our trusted team is standing by to make sure you get the help and guidance you deserve

When mapping out their financial futures, people ought to have guidance from financial advisors who put their clients’ interests first, according to experienced wealth planner Brent Meyer. That is the philosophy that defines Safe Money Resource, a small network of independent Safe Money Representatives who are completely committed to helping investors secure their long-term financial goals.

As part of its mission to investors, Safe Money Resource now has an approval process for vetting financial advisors and certifying they meet high standards for professional ethics, experience, and a client needs focus. Branded as the “Safe Money Approval” process, it will help in establishing strong relationships between Safe Money Resource’s client minded experts and people seeking retirement planning advice they can trust.

Meyer, President of Safe Money Resource, has worked in the financial services industry for over 13 years. He started Safe Money Resource in 2006, after he saw how many financial advisors act for their personal gain over their clients’ long-term benefit.

“There are many unscrupulous financial advisors who take advantage of their clients’ lack of financial awareness or trust. People don’t know what questions to ask, and their financial well-being suffers as a result,” said Meyer. “Safe Money Resource represents a group of client minded independent retirement planning specialists who are dedicated to empowering investors for long-term financial security. We closely scrutinize every financial advisor who applies, so we’re sure they exemplify our mission to our clients and their long-term objectives.”

To be part of Safe Money Resource, financial advisors must meet several criteria. Among these criteria are the following requirements:

  •     Pledge to look out for the best interests of each client and act according to high ethical standards and the utmost professionalism
  •     Be an independent advisor who can offer many retirement investment options, not just financial products from one company
  •     Have an established track record that showcases professional ethics, financial expertise, trustworthiness, a laser-focus on client needs, and more
  •     Agree to abide by strict, ongoing professional and ethical standards
  •     Commit to fully disclose all factors that can influence a client’s decision to buy a retirement investment product

Full details of the ‘Safe Money Approval’ process can be found at There, people can locate retirement planning professionals who have been “Safe Money Approved” by Safe Money Resource.

“We take extensive efforts to verify all independent advisors’ track records and confirm these advisors are highly qualified, client driven professionals. Our strong devotion to our clients and their financial needs forms the basis of what we strive to be,” Meyer explained. “Each member of our team is committed to the highest standards of professionalism and ethical conduct.”

Through, Safe Money Resource also serves as a one-stop education center for pre-retirees and post-retirees. The website is filled with many up-to-date articles and resources for helping investors learn the ins-and-outs of various investment options. There is comprehensive information on annuities, life insurance, long-term care insurance, social security, and other investor options for long-term income planning.

Investors seeking financial advice should always consider the difference between independent and “captive” advisors. Meyer explained that many financial advisors work for only one insurance carrier. These financial advisors are known as “captive advisors”. They are capable of recommending only retirement income products offered by the insurance company for which they work. On the other hand, independent financial service professionals have relationships with many insurance carriers. They can offer a variety of financial products that can be customized to an investor’s unique needs. These independent agents can also show their clients differences in pricing, features, and services presented by different insurance companies.

“No matter what your unique circumstances may be, our trusted team of independent advisors is standing by to make sure you get the help and guidance you deserve,” said Meyer. “Investors can count on our team’s professional integrity, experience, and relationships to help them choose the path that is line with their financial goals.”

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Brent Meyer
Safe Money Resource
+1 800-790-7791 Ext: 102
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Craig Rosof
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