Secure your future

misSION

Building Financial Security with Confidence

At Safe Money Strategist we offer retirees and pre-retirees financial peace of mind by offering strategies that prioritize security, guaranteed income, and long-term wealth protection. We listen to your specific needs and deliver tailored solutions to secure your financial future, even in uncertain times.

SERVICES

WE PROVIDE

We help you make sense of retirement planning. We assess where you are now and plan a path for your financial future. We work with the biggest, best, and financially sound insurance companies in the country, so we will always be able to find a comprehensive financial planning solution.

Income & Retirement Planning: Tailored strategies to ensure a stable income stream throughout retirement.

Tax Strategies: Proven tax-reduction techniques to maximize wealth accumulation and reduce liabilities.

Estate Planning: Protect your legacy with solutions that provide financial security and peace of mind for future generations.

Fixed Index Annuities & Life Insurance: Offering a range of insurance contracts with guarantees and no risk to your principal investment.

OUR COMPANY

Your Safe Money Expert

As a Certified Senior Advisor (CSA) since 1988, he has built a reputation for providing tailored financial solutions to retirees and pre-retirees in Oregon and across the Western states.

With a focus on safety, flexibility, and guarantees, he helps his clients safeguard their life savings and ensure their retirement assets are well-protected for the long term.

MARVIN LYON

ANNUITIES

We help you understand annuities. There are so many choices, and we can help you decide on the policy that fits you. Fixed Indexed, MYGA, or Single Premium Differed annuities give you taxed differed rewards, yet all offer safety and no-risk guarantees.

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MARVIN LYON

RETIREMENT

We are all getting older! Let’s work together to ensure your retirement gives you lifetime income with options for growth, health, and legacy planning.Even if you have a plan right now, a 401 K review or investment reallocation could optimize your retirement portfolio.

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MARVIN LYON

Life Insurance

Protect what you love while attaining value and flexibility. Life insurance has developed in recent years, and there will likely be a financial tool/product to suit your specific needs.

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