Kim Goldman's Contact Details

Kim Goldman's Company Details

Safe Retirements Group, LLC

Plano, Texas, United States • 1 Employees
Financial Services

How do we help Business Owners, Executives, and Pre-Retirees with Financial Planning?Well, it helps that I come from a corporate background as a financial analyst, then later purchased 1/2 of a health insurance agency that I financed, grew, and managed for nearly 10 years. That agency is still profitable today. So how does this help you?You probably face a myriad of issues, challenges, and accomplishments on a regular basis. You are mentally immersed in your business all the time, not just while at the office, right? Every day, you think about one or more of these: Your profitability, your employees, your customers, your financial health, your marketing, your processes, your product(s), your inventory, your management team, your taxes, your competitors, your growth plan, your exit plan, etc. You try to balance this with your family. Sometimes they just don't get it.One of the most draining activities you engage in every day is simply thinking. It's the key to staying one step ahead. I know this because I've been there. The real question is, are you planning on doing this forever? Or, do you someday wish to retire? What does this even mean to you? Here's what it means to me: When you know your income needs will be met for the rest of your life, and you will have the time and financial freedom to pretty much do what you want, that's retirement.There are a lot of land mines on the road ahead. There will be new issues that will come up as you age. What might those issues be and how do we begin to prepare for them? That's what I can help you with. If you would like to open a discussion with me about taking the next step to secure your future, or just want to chat about your business, I'd love to meet you. Connect with me at robb@saferetirements.com or call me at 972-468-9294