Broker Check

Planning with a Clear Vision for Tomorrow!

Shrewd financial advice and savvy wealth management strategies are just the beginning.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.

Meet Bradley Zucker

Put century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

At Safe Money Advisors, Inc. we work exclusively with retirees, educating and assisting them with their particular financial needs so they can keep more of their hard-earned money and never worry about outliving their income. Our primary focus is preserving and shielding our clients’ wealth and assets through education and quality planning. We are experienced, responsive, and understand your need for integrity and transparency. As an independent financial advisory firm, we have access to compare all investment products to objectively determine the best fit for our clients. We take pride in protecting those funds for our clients’ intended use.

Connect With Us
<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More
<p>The SECURE Act</p>

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Learn More
<p>Variable Universal Life Insurance</p>

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More
<p>What to Look for in Personal Finance Apps</p>

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
Learn More


Informed

Visit our website to stay informed

Learn About Us


Virtually

Stay in contact via Video Chatting

Join Meeting


Contact Us

We have two locations for our clients’ convenience

View Locations

Tell Us How We Can Help You Today!

It is important to feel you have control over your future. At Safe Money Advisors, Inc., we offer our experience and expertise to help you design your own plan for financial independence. Contact us below to schedule a free introductory consultation.

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!