Terry Fox is the founder and Chief Retirement Strategist of
Safe Money Management.
The firm's mission is to educate and empower clients with conservative, unbiased financial information and proven planning strategies for a successful retirement.
RetireInformed.com is the web site used to provide access to free online education. By registering today, you will have the opportunity to join future events on specific retirement topics.
Safe Money Management utilizes an integrated planning process that evaluates all areas of a successful retirement - including investment management, insurance solutions, retirement income strategies, Social Security, pension planning, tax management, and estate planning.
As an independent advisory firm, we have access to the comprehensive resources of the largest financial services firms in the country and have established strategic partnerships with local professionals to address every retirement issue and planning need of our clients.
We have the flexibility and capabilites to design & implement a comprehensive plan...or merely supplement specific areas of concern in your overall plan.
We adapt our process to you and your unique, individual needs.
We are totally independent and unbaised - with no sales quotas and no pressure to close a quick sale with a specific product.
Terry has degrees in Accounting and Economics from Drake University, an emphasis on Finance duirng his MBA program and over 25 years a corporate financial consultant to Fortune 500 clients - prior to founding Safe Money Management.
He invests over 250 hours a year with continuing edcation to maintain various licenses and numerous professional designations...and most importantly, to stay current on the most advanced wealth management strategies
Terry grew up in St. Louis and is married to a 4th generation Atlantan. They have lived in Dunwoody since 1995 and are very active in the community.
We look forward to meeting you "online" when you join our next webinar.
If you have any immediate questions or problems registering, please email: