Safety First Money Group

Financial planner in Columbus, OH (show on map)

3.0

★★★☆☆

2 reviews

Safety First Money Group helps clients plan for retirement by offering safe money strategies with reasonable rates of return, emphasizing simplicity and protection of principal.

Call (888) 313-0678

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About

Safety First Money Group, founded by JC Davis, is dedicated to helping Ohioans protect their retirement funds through safe money options and reasonable rates of return. The company emphasizes three core principles: keeping principal safe, achieving reasonable returns, and maintaining simplicity in retirement strategies.

Services include retirement planning, annuities, and life insurance, with a focus on educating clients and providing no-obligation meetings to discuss personalized retirement strategies.

Safety-first approach to retirement planning

Focus on reasonable, steady returns

Commitment to simplicity and client education

Services

Retirement Planning

Helps clients create strategies to protect assets and ensure a sustainable retirement lifestyle.

Safety-first approach Reasonable rate of return Simple, easy-to-understand strategies

Annuities for Retirement

Offers fixed indexed annuities that protect principal and provide potential for indexed interest.

Principal protection Tax-deferred growth Potential for indexed interest

Life Insurance

Provides life insurance products to complement retirement strategies.

Protection for beneficiaries Potential tax advantages Integration with retirement income plans

Credentials & Certifications

National Ethics Association Member

Better Business Bureau Member

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What are the three core principles of Safety First Money Group? +

The three core principles are: Safety First (keeping principal safe), Reasonable Rate of Return (achieving steady returns), and Keep it Simple (providing straightforward retirement strategies).

How do Fixed Indexed Annuities (FIAs) protect principal? +

FIAs maintain the value of the principal over the term, protecting it from market volatility while potentially earning indexed interest.

What is the tax treatment of earnings on FIAs? +

Earnings on FIAs accumulate tax-deferred, taxed as ordinary income upon withdrawal, with a possible 10% federal tax for early withdrawals before age 59½.

What types of annuities does Safety First Money Group specialize in? +

Safety First Money Group specializes in Fixed Annuities and Fixed Indexed Annuities (FIAs), which provide principal protection and steady growth.

How can I learn more about retirement options? +

You can attend educational seminars or schedule a meeting with Safety First Money Group to explore retirement options tailored to your needs.