Being financially healthy involves much more than a solid budget! Taking care of your mental and physical health can help: 🩺 Reduce healthcare costs over your lifetime ⚙️ Improve productivity at work 😃 Positively impact your mood, relationships, and self-confidence #SAFEFinancialServices #Sacramento #local #creditunion #financialhealth #retirement
SAFE Financial Services
Financial Services
Folsom, California 129 followers
Invest the Way YOU Want
About us
SAFE Financial Services has been providing wealth management and financial planning strategies for every stage of life for over 35 years. Our holistic approach tailors personalized financial plans designed to help pursue each client’s financial goals and wellbeing. Our experience with the latest financial planning tools and our strong relationships with regional and national money managers have SAFE Financial Services dynamically positioned to deliver exceptional client experiences. Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC sipc.org). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value The financial professionals associated with SAFE Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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https://www.safecu.org/wealth-management
External link for SAFE Financial Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Folsom, California
- Type
- Privately Held
Locations
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Primary
Get directions
2295 Iron Point Rd Suite 100
Folsom, California 95630, US
Employees at SAFE Financial Services
Updates
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According to USA Facts, the 65+ age group was the fastest growing in Sacramento between 2010 and 2023, with a 53% increase in retirement-aged people. Why is this important? As this age group grows, so does the need for a well-designed retirement plan. If you need help getting confident about retirement, reach out today! #SAFEFinancialServices #Sacramento #local #creditunion #retirees
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Have you read this week's market commentary? On a weekly basis, we cover insights on market news. Check it out here: https://lnkd.in/g39hpj_B
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2 in 3 retirees stopped working sooner than they planned, with half of that group citing health concerns as the reason. We hope that nobody finds themselves in this situation, however, the best way to navigate this is to assemble a team: younger family, financial advisors, caretakers, and others to ensure you have a solidified long-term care plan. Take action today by starting the conversation with a SAFE Financial Services Professional! https://lnkd.in/ec_hATue #SAFEFinancialServices #Sacramento #local #creditunion #financialplanning #businessowners
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Have you read this week's market commentary? On a weekly basis, we cover insights on market news. Check it out here: https://lnkd.in/g39hpj_B
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If you want to get better at investing in 2025, we have a tool for you! Our free risk tolerance calculator can provide you with an analysis of your investing preferences and help you make more informed decisions about your money. Take it here: https://lnkd.in/eVQEHJvp #SAFEFinancialServices #Sacramento #local #creditunion #investing
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As of 2021, 75% of teens report learning about personal finance from their parents. If you’re a parent, take a moment and think back to when you were a kid. Did you receive the financial education you needed to succeed? Regardless of your upbringing, consider taking an active approach to teach them the good money habits everyone needs to succeed. #SAFEFinancialServices #Sacramento #local #creditunion #FinancialLiteracyFriday
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Have you read this week's market commentary? On a weekly basis, we cover insights on market news. Check it out here: https://lnkd.in/g39hpj_B
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If you’re charitably inclined, there is still time to take advantage of the tax savings you receive by donating to qualified organizations. If giving isn’t a part of your financial plan, consider working with a financial planner to optimize your giving! #SAFEFinancialServices #Sacramento #local #creditunion #giving #taxes
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