Israel Pinto
Safety First Retirement Specialist
Since 2001, we've been helping individuals and business owners safeguard their retirement nest egg. We are a team dedicated to preserving as much of your retirement next egg as possible.
Making & Meeting Goals
We start by documenting your goals and then compare them to your current portfolio. We use time tested and proven strategies designed to meet your goals and eliminate your risk due to uncertain tax code changes. Understanding these changes, is the only avenue to avoid the roadblocks set up by "Uncle Sam" — a man with deep pockets just waiting to collect more taxes and penalties associated with unreliable, inadequate planning. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Building Strong Futures
We are passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. We use proven strategies designed to meet your risk tolerance and hedge against market volatility.
We Are a Proud Member of the Safe Money Places Agent Network
What's the Safe Money Places Agent Network?
The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy.
The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe.
Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
Please visit our educational website www.SafeMoneyPlaces.com for more information.
