Safe Money Advice

Safe Money Advice Call 972-266-8489 or email: [email protected]
a division of ProVision Brokerage, LLC. Solutions to Life's Financial Questions.

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A nationally recognized expert who helps folks plan for the future and grow their safe money without taking any market risk. We do not charge a fee for advice and have over 1,000 financial advisors and organizations throughout the U.S. who call us with their questions. After more than a decade of focusing exclusively on financial advisors, we are now sharing this expertise with YOU. How ca

n we help you?

- Do you need life insurance to protect your family?
- Have you heard about something that sounds too good to be true?
- Do you need an unbiased 2nd opinion?
- Do you have an asset that needs to be reviewed?
- Are you looking for ways to reduce Uncle Sam's cut of your retirement plan?
- Would you like to reduce or eliminate taxation on your social security income?
- Are you looking for tax leveraged ways to pass assets on to your heirs?
- Would you like to know if you have enough to retire?
- What's your question? Our first question is always, "What's your goal?"

10/05/2024

Just like retirement, there’s unseen pitfalls. When are you going to get tired of falling for it and get help?

10/04/2024

Not everything is always as it seems. Be curious.

03/29/2024

Animal Kingdom in full effect at our house today!

Why we do what we do...With guaranteed income for life, you can finally take that trip.
03/13/2024

Why we do what we do...
With guaranteed income for life, you can finally take that trip.

11/23/2023

Do you have a Thanksgiving tradition that’s unique?

Happy Thanksgiving!Be safe out there.
11/22/2023

Happy Thanksgiving!
Be safe out there.

Why a 5.5% Money Market at the Bank is a BAD IDEA…Don’t get me wrong, 5.5% sounds amazing and is something we’ve been ho...
10/18/2023

Why a 5.5% Money Market at the Bank is a BAD IDEA…

Don’t get me wrong, 5.5% sounds amazing and is something we’ve been hoping to see for well over a decade. Everyone should move money into one of these rather than stay at zero.

Dave Ramsey says “every dollar should have a job.” Admittedly, I agree with Dave 100% on this. Every dollar should have a job. You don’t want any lazy money sitting around doing nothing.

Why am I speaking out of both sides of my mouth? Why am I saying money markets at 5% are bad and also everyone should have one???

Here’s the problem… that money market rate could drop tomorrow and plummet back down to zero or close to it. It’s NOT a good place for your long term money. When that rate drops, and it will, then all your other options will be gone as well.

The solution. You need to look past your nose and ask the question, “what’s my goal with this money?” Also ask, “what’s my time frame to reach that goal?” The reality is many people have been taking risk in the market and paying fees with the hope to get 6.0% return on their money.

TODAY, we have 6.0% guaranteed for up to 10 years for your long term money with NO fees and no market risk. It’s 100% guaranteed. We also have 5.5% or more guaranteed for 5 years. These rates won’t last forever because we don’t know when the market’s going to change, but we have them today.

If this is something that hits home for you, then maybe we should discuss your options.

My mentor always told me “when none of your options look good, you just don’t know all your options.” You don’t have to take risk or pay fees to get solid returns. It’s not intended for all your money, but may be a fit for some of it.

You Got That Right!
10/11/2019

You Got That Right!

You got that right!

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