Safe Money Strategies

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Personalized Protection for Every Stage of Life

At Safe Money Strategies, we understand that your insurance needs are as unique as you are. We’re here to support you through all of lifes unexpected events.

Extended Healthcare Planning

Protect your assets and independence with comprehensive long term care insurance solutions.

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Assistance with medical or personal needs over an extended amount of time.

Extended Healthcare Planning provides benefits that may cover the basic needs or activities of daily living while providing a choice of remaining in your own home or having a say in where you will receive care. This kind of coverage can help protect your assets from being depleted and allow you to avoid putting both financial and caregiver pressure on family members.

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We specialize in Long Term Care Solutions

Understanding The Life Income Plan

Participants in a life income plan transfer assets into a managed pool of funds. The pool of funds pays out to retired contributors in the form of a lifetime guaranteed income. In many ways, life income plans are similar to charitable remainder trusts. That is, they provide periodic income dispersals to beneficiaries for a specified period, after which the remainder of the fund is donated to a designated beneficiary, usually a charity.
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Legacy Planning

Safely position your assets into a financial vehicle that will create a guaranteed constant income.

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Life Insurance

Protect your family’s financial future with term, whole, universal, and other customized life insurance solutions.

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Expert Life Insurance Services
We're here to help with the right Solution

Life insurance provides essential financial protection for your loved ones. At Safe Money Strategies, we help Cincinnati residents understand their options and select coverage that aligns with their goals and budget.
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Disability/ crucial financial protection that many overlook.

While health insurance covers medical expenses, disability insurance replaces your income if you’re unable to work due to illness or injury.
With statistics showing that one in four workers will experience a disability before retirement age, this coverage becomes essential for maintaining your lifestyle and meeting financial obligations during recovery.
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Planning for Disability

Safeguard your income and business with specialized disability coverage from our independent brokers..

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Government Sponsored Healthcare Programs

Navigate Medicare, supplements, and other senior insurance options with our experienced Cincinnati agents.

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Expert Medicare & Supplemental Solutions

Strategic guidance for Cincinnati seniors navigating Medicaid eligibility requirements and application processes for long-term care coverage.

Transitioning to Medicare and managing healthcare costs during retirement requires specialized knowledge and careful planning.

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IRS

Employer Sponsored Benefit Plans (or Cafeteria) Plans

Numerous employers across the U.S. set up and use various types of employee benefits plans allowed by the Internal Revenue Service (IRS). One of these plans, the Section 125 (or cafeteria) plan, has been in existence since 1978.1 It offers some interesting Tax advantages.
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Employer Sponsored Benefit Plans

Employer-sponsored benefit plan that gives employees access to certain taxable and nontaxable pretax benefits.

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Testimonials from our Clients

“ I called to get a quote after my former insurance co. raised my rates. I was looking for a policy at the same rate I was paying - Bruce was able to find me something cheaper with better coverage and a lower deductible.. Best part is I did not even have to go to the office, we did everything by phone and email. My parents have been with Bruce for a long time and have always been happy with the service and rates. ”
Ana M Moreno
“ Bruce and his staff are always professional and friendly. Maintaining my families long term and life insurance is painless with their help. Highly recommended! ”
Darrin C
“ Bruce helped me in regards to the best policy for my disable brother in regards to finding disability insurance he needed that was affordable and getting off of Medicaid. He made the process easy to understand and also helped me in setting up a long term plan for myself. ”
Chessine N