"Balancing Your Independence"
We Are Building an National Independent Network of Trusted and Qualified Financial Professionals.
Become part of the Safe Money Mission
"Your Clients are Counting on Us"
This Domain could be yours at NO COST if you feel the information below represents your character:
1. I build Trust
2. I establish and maintain a positive track record in the marketplace. (I advertise honestly)
3. I adhere to established standards of advertising and selling. (I tell the Truth)
4. I honestly represent products and services, including clear and adequate disclosures of all material terms. (I am transparent)
5. I openly identify the nature, location, and ownership of the business, and clearly disclose all policies, guarantees and procedures that bear on acustomer’s decision to buy. (I honor my promises)
6. I abide by all written agreements and verbal representations. (I am responsive)
7. I address marketplace disputes quickly, professionally, and in good faith. (I safeguard my clients privacy)
8. I protect any data collected against mishandling and fraud, collect personalinformation only as needed, and respect the preferences of consumers regarding the use of their information. (I embody integrity)
9. I approach all business dealings, marketplace transactions and commitments with integrity.
Thank you for your interest in becoming a trusted Independent Safe Money Advisor.
Please contact us at 800-790-7791 for details and qualifications.