Homewood Office

1820 Ridge Road

Suite 303b
Homewood, IL 60430

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Infinite Banking Concept

Benefits of IBC

Tax advantages

No Risk

Guaranteed Growth

Compound Interest

Builds Legacies 

Erase Debt 

Liquidity 

 Planning

Income  Planning

Taxes in Retirement 

Planning for College

Wills Vs Trust 



Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

LaRoy@safemoneyexperts.com |  (708) 205-5110