Welcome To Safemoney Advocates

For years we have studied the characteristics of wealth accumulation vehicles and we have come to the conclusion that there is a commonality among the individuals that are best positioned for financial success. All these individuals have been educated on the financial principles of how to grow, protect, and efficiently transfer wealth.

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
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Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan