About Us |
Bob Anderson | President, CRPC
Robert Anderson first entered the financial services industry in 1984. After career stints in the education field, Robert returned to a career in financial services. Throughout his more than 20 years of financial services, Robert earned over 200 credit hours completing educational courses on many aspects of financial planning, including Estate Planning I, II, and III, Ethics for the Insurance Professional, Annuities, Social Security, Medicare-Medicaid, Long Term Care, Universal Life Insurance, Life Settlements, Retirement Planning, and many more.
Robert is also an active member of the National Ethics Association, an independent organization of insurance and financial advisors who have passed a stringent NEA background check. The NEA is an organization which requires a high standard of professional ethics in order to be a member in good standing. Robert is also a Chartered Retirement Planning Counselor (CRPC) completing a rigorous graduate level curriculum that focuses exclusively on retirement planning. To be entitled to this designation, Robert successfully completed the specialized program and passed a rigorous examination. As a CRPC financial advisor Robert is equipped to evaluate each client’s status and design the optimal retirement plan for the client’s lifestyle. |
Our Goal At Safe Solutions Financial, our goal is to help you protect, preserve, and grow your hard-earned nest egg without exposure to risk associated in the market and provide a retirement income you can never outlive. Our Professionals Safe Solutions Financial team members have extensive experience and knowledge in the plans we offer as well as the expertise on how to use these plans to provide maximum benefit and protection to the clients we serve. Our President, Robert Anderson, CRPC®, is also an active member of a national group of financial professionals dedicated to providing financial services with the highest integrity and broad-based knowledge putting protection of the client first. We maintain an interactive partnerships with Impact Partnership, First Annuity, and Peak Pro Financial, and offer more than 50 years of combined specialized planning experience. |
Our Company Safe Solutions Financial is composed of professionals who offer high quality insurance and financial products and services to individuals and the business marketplace. In today’s turbulent times we all look for ways to protect our family and our finances. It is not time for risk and speculation. How do we help you? Safe Solutions Financial offers “In-SAFE-ment” vs. Investment. Yes, that is a play on words, but the meaning is real and deliberate. In a nutshell, we are safe money specialists. Our specialty is safe investments protecting your principal while offering better-than-average growth opportunity for your retirement money. With the long range uncertainty of this world economy, it’s time for safety and opportunity. Our company has helped hundreds of people position their hard-earned nest egg where their principal is safe and they preserve the opportunity for better-than-average returns. |
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. |
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Bob’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
Check Out Our Articles!
Life Insurance
The 16 Skeptical Questions I Asked Before Buying An IUL
Cash Value Life Insurance Makes Harbaugh College Football
Why Indexed Universal Life Insurance Can Be a Good Retirement Investment
NAIC AG49 Changes Bring Consistency To IUL Illustrations
For Millions 401(k) Plans Have Fallen Short
Do Your Homework on IUL
How to Create Tax-Efficient Income
New Life Insurance Study Debunks "Buy Term, Invest The Difference"
The Other Side of the Story of Market Timing
Strategies For Buying Equity Indexed Universal Life_Insurance
IRC 7702 Article
Safer Investing Tools
Indexed Universal Life Insurance Tax Advantages
Equity Index Investing
A Tax Free Retirement
WSJ-How The Wealthy Use the Tax Advantages of Life Insurance
Indexed Life Article from NU
New Life for Life Insurance
Life Settlements Overview
Cash Value Life Insurance Makes Harbaugh College Football
Why Indexed Universal Life Insurance Can Be a Good Retirement Investment
NAIC AG49 Changes Bring Consistency To IUL Illustrations
For Millions 401(k) Plans Have Fallen Short
Do Your Homework on IUL
How to Create Tax-Efficient Income
New Life Insurance Study Debunks "Buy Term, Invest The Difference"
The Other Side of the Story of Market Timing
Strategies For Buying Equity Indexed Universal Life_Insurance
IRC 7702 Article
Safer Investing Tools
Indexed Universal Life Insurance Tax Advantages
Equity Index Investing
A Tax Free Retirement
WSJ-How The Wealthy Use the Tax Advantages of Life Insurance
Indexed Life Article from NU
New Life for Life Insurance
Life Settlements Overview
Annuity Articles
The Immediate Annuity
Annuities vs Bonds
Why Are Annuities Important for Retirement
How Fixed Index Annuities Yield Retirement Income
Retirement Rescue Plan-Invest in Annuity
Annuities Gain Popularity as Baby Boomers Age
Legally Cutting Out the Tax Man in Retirement
Safer Investing Tools
How to Make an IRA Your Financial Backstop
How to Handle an Inherited IRA
Income Annuities Top Other Asset Classes
The Perfect Combination
9 Answers for Annuities Investors
Rebuttal to AARP "Don't Buy Index Annuity" Article on AARP
Wharton-Investing Your Lump Sum at Retirement
Wharton-Real World Index Annuity Returns
Annuities vs Bonds
Why Are Annuities Important for Retirement
How Fixed Index Annuities Yield Retirement Income
Retirement Rescue Plan-Invest in Annuity
Annuities Gain Popularity as Baby Boomers Age
Legally Cutting Out the Tax Man in Retirement
Safer Investing Tools
How to Make an IRA Your Financial Backstop
How to Handle an Inherited IRA
Income Annuities Top Other Asset Classes
The Perfect Combination
9 Answers for Annuities Investors
Rebuttal to AARP "Don't Buy Index Annuity" Article on AARP
Wharton-Investing Your Lump Sum at Retirement
Wharton-Real World Index Annuity Returns
Retirement Articles
The Champions of the 401
5 New Realities of Retirement
Retirement on the Other Side of the Demographic Cliff
Where Else Can I Save for Retirement After I Max Out My Roth IRA?
3 Safer Income-Oriented Asset Classes
Basic Elements of a Retirement Plan
8 Ways Retirement Changed in the Last 20 Years
Top 10 Tips for a Financially Safe Retirement
The Average American is Woefully Unprepared for Retirement
The Real Threat to Your Retirement Portfolio
Check These 7 Retirement Blind Spots
The Basics of Roth IRA Contribution Rules
Calculating Your IRA and 401(k) Withdrawal
6 Ways Employers Plan to Change 401(k)
Americans Struggle to Sock Away Retirement Savings
Pensions Are Taking the Long Road to Retirement
Time to Retire 401K
Study Poses Need to Protect 401-Ks
Shedding Light on 401(k) Fees
Retirement Dreams Disappear With 401K-60 Minutes
NY Times Article Budget Crisis States Take Aim at Pension Costs
House Democrats Contemplate Abolishing 401
California Pensions Reducing Benefits
401k-Employers Contribution Goes to IRS
President Obama Targets Retirement Accounts
4 Dangerous Assumptions That Could Hurt Your Retirement Plan
Do You Have the Right Approach to Your Retirement
5 New Realities of Retirement
Retirement on the Other Side of the Demographic Cliff
Where Else Can I Save for Retirement After I Max Out My Roth IRA?
3 Safer Income-Oriented Asset Classes
Basic Elements of a Retirement Plan
8 Ways Retirement Changed in the Last 20 Years
Top 10 Tips for a Financially Safe Retirement
The Average American is Woefully Unprepared for Retirement
The Real Threat to Your Retirement Portfolio
Check These 7 Retirement Blind Spots
The Basics of Roth IRA Contribution Rules
Calculating Your IRA and 401(k) Withdrawal
6 Ways Employers Plan to Change 401(k)
Americans Struggle to Sock Away Retirement Savings
Pensions Are Taking the Long Road to Retirement
Time to Retire 401K
Study Poses Need to Protect 401-Ks
Shedding Light on 401(k) Fees
Retirement Dreams Disappear With 401K-60 Minutes
NY Times Article Budget Crisis States Take Aim at Pension Costs
House Democrats Contemplate Abolishing 401
California Pensions Reducing Benefits
401k-Employers Contribution Goes to IRS
President Obama Targets Retirement Accounts
4 Dangerous Assumptions That Could Hurt Your Retirement Plan
Do You Have the Right Approach to Your Retirement
General Articles
Early Retirement Is Just a Pipe Dream for Most
How Big is the Average Social Security Check
Half of Americans Will See Their Standard of Living Fall in Retirement
Meeting IRA Withdrawal Rules
What is Your Social Security Age Bear of Different Kind Mauls 1st Quarter
After Tax Approach
401-K Shortfall
Safer Investing Tools
5 Rules for Inherited IRAs
5 Lies People Tell Themselves About Saving for Retirement
How Big is the Average Social Security Check
Half of Americans Will See Their Standard of Living Fall in Retirement
Meeting IRA Withdrawal Rules
What is Your Social Security Age Bear of Different Kind Mauls 1st Quarter
After Tax Approach
401-K Shortfall
Safer Investing Tools
5 Rules for Inherited IRAs
5 Lies People Tell Themselves About Saving for Retirement
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