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Watch a quick video to learn about our
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About Us |
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James Herbst
Retirement Planning Specialist James Herbst is a family man with a beautiful wife of 30 yrs and together they have 4 amazing children. James is the owner of Safe Money One. James has made his career of 29 years in the Safe Money Business. He has a passion for helping clients understand how they can have Growth without the traditional market risks and how with the right planning, clients can set in place a worry free lifetime guaranteed income and never have to worry about running out of money during retirement. Helping remove clients’ money from market volatility while helping them continue to grow their money safely is what it’s all about. James has helped countless individuals avoid the significant retirement losses that many experience year after year due to market uncertainty. He always welcomes the opportunity to help new people.
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Sequence of ReturnsThese eye-opening points could mean the difference
of thousands of dollars to you in retirement. 
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We Love To Meet New People!
Contact Us
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