Safe Money Resource Endorses Jim Chilton as a “Safe Money Approved” Advisor

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Safe Money Resource extends its “Safe Money Approval” to Jim Chilton, CEO and Founder of Society for Financial Awareness, dedicated financial planning educator, and a professional with 34+ years of expertise.

SOFA,Safe Money, Annuities, Fixed Indexed Annuities, Education, Speaker, Retirement, Financial

Jim Chilton

Jim Chilton is a highly-sought-after, nationwide motivational speaker and coach for financial education.

When it comes to retirement planning, people deserve assistance from experienced, trustworthy financial planning specialists. Safe Money Resource recognizes the importance of client-driven wealth planning services, and it is committed to connecting investors to the most qualified, educationally minded wealth planners nationwide. Today, Safe Money Resource is proud to add another respected individual to its ranks of “Safe Money Approved” independent advisors: Jim Chilton of San Diego, California.

With a career spanning over 34 years, Chilton holds several distinctions as a long-standing investor advocate, well-respected speaker and financial educator, and successful business owner. He is the Founder and CEO of Society for Financial Awareness, a nationwide, non-profit organization with the mission to end financial illiteracy across America, one community at a time. In this dedicated organization, various financial professionals educate people in their communities on many varying financial topics in different settings, including companies, churches, organizations, and other locally based groups. With roots going back to 1993, SOFA has worked with individuals in many prominent American companies and organizations to increase their financial awareness and empower them for the future.

On top of his involvement with SOFA, Chilton is a highly-sought-after, nationwide motivational speaker and coach for financial education. At present, he is active in Financial Solutions, a financial planning and advisory firm he continues to operate, in which he adapts his well-known coaching philosophy to educate every client about their options. With a firm commitment to client needs and consumer education, Chilton is a true representative of Safe Money Resource’s own mission and values.    

“It is a tremendous privilege to endorse Jim as a ‘Safe Money Approved’ wealth planner. He is truly the epitome of what our organization stands for,” commented Brent Meyer, President and co-founder of Safe Money Resource. “Whether on a local level or in more national-scale efforts, Jim has continually distinguished himself in efforts to help people achieve lasting financial security and peace of mind. We are truly honored to have him as a member of our team.”

On top of his educational initiatives, Chilton espouses the importance of relationships. Whether he is coaching an audience on timely financial advice or helping individual clients outline their goals and strategies to achieve them, he takes a personal approach which focuses on others. With this philosophy, Chilton has built up a strong reputation of excellence, respected expertise, and long-standing professional ethics.

As a “Safe Money Approved” independent advisor, Chilton is part of a small network of independent advisors committed to excellence. Safe Money Resource’s endorsed wealth planners stand out for their professional record, financial expertise, ethics, and dedication to investor education. Each person who is endorsed as a “Safe Money Approved” advisor is carefully vetted before being offered the endorsement.

On top of this network of quality-minded professionals, Safe Money Resource operates a one-stop center for financial education at There, information-seekers can find numerous articles and resources on many timely financial topics, including annuities, life insurance, long-term care insurance, Social Security benefits, IRAs, sound retirement planning principles, and estate planning basics. Other resources and articles feature content relating to different financial vehicles for a guaranteed lifetime income, including annuities, lifetime income riders, and more. All of this information can be found at:

Safe Money Resource’s own network of professionals is made up of independent advisers. With this status, these independent financial specialists can offer information about the advantages and downsides of many financial products. As a result, they provide more versatility and consumer options than captive advisers, who are stuck with one primary insurance carrier and its own offerings. Safe Money Resource has relationships with over 40 insurance carriers, and each product is vigorously researched, analyzed, and evaluated before it is recommended.

“Please feel free to reach out to us at 877-GROW-SAFE with any inquiry or request. We are happy to help you with whatever you need,” continued Meyer. “Don’t hesitate to contact us with any questions about current investment options you are considering or how we can be of service to you.”

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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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