Insurance - Dallas, Texas, United States
Safe Money Advice helps individuals, families, businesses and Trust focus on their safe money.What is safe money you ask? Safe money is the money you can't afford to lose. In today's economic storm there have been many who have become disenchanted with the risk of the market and have grown more interested in safety. Will Roger's said it best, "I'm more interested in the return OF my money, than the return ON my money." If you find yourself in this predictament with less money and less time to recoop plus the added feeling that you can't afford to lose any more then know that you're not alone and we can help. I help folks think about their safe money and together we build a safe, tax-advantaged, plan that is more along the lines of the tortoise then the hare. No gotchas, no gimmicks, just safe money advice.- Is your family protected with sufficient assets and insurance to cope with life after your passing?- Are you paying too much in taxes and not receiving enough return on those assets?- Are you concerned with outliving your income?- Would you like to lock out the losses of the market while locking in a portion of the gains when it's up?- Do you have assets that you've specifically earmarked to pass on to your children, grandchildren, a charity or church?After over a decade helping financial professionals meet the needs of their clients, Mr. Couch has decided that he should also help folks plan life better with his expertise in safe money advice.
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