Safety of Wealth

We help hospitality industry professionals and business owners:

☑ Reduce Overall Expenses
☑ Find Specialized Tax Incentives
☑ Legally Produce More Tax-Free Income
☑ Plan Strategically for a Secure Retirement

So you can keep more of your hard-earned money

and rest easy about the future.

Book a Have Your Cake & Eat it Too Discovery Call

OUR PHILOSOPHY

At Safety of Wealth, we understand that financial planning can seem overwhelming and time-consuming, especially for busy hospitality professionals and small business owners.

We want to help you achieve your personal financial and life goals without the stress and confusion. Many people miss out on financial opportunities or lose money from their business and wallets unnecessarily. They don't have the expertise or time to navigate the complexities of growing and protecting your nest egg from predatory financial institutions, Uncle Sam and unnecessary risks.

Our team is here to provide guidance and assistance, taking the mystery out of financial planning and helping you prepare for retirement and preserve your wealth. Let us help you make the most of your financial opportunities!

OUR SERVICES

Expense Reduction

Most people don't realize there are places where you can painlessly reduce costs. We help you find those opportunities, then take the savings and use the found money to build your future financial wellbeing.
Retirement Planning

Retirement can be a really exciting time when you have the opportunity to stay active and enjoy life to the fullest. That's why it's so important to make sure you have enough resources to maintain the lifestyle you and your family have grown accustomed to. We'll help you come up with a well structured and sustainable retirement income strategy.

Tax Reduction

Your CPA helps you pay the least taxes in the past year but they are not equipped to help you reduce your tax burden in the future. We'll teach you ways to legally and ethically make more of your income and investments tax-free.
Risk Management

Getting life insurance is a selfless act that can help your loved ones in the future and preserve your legacy. It's not just about replacing your income - life insurance can be crucial for keeping your business going too.

Not all insurance options are not created equal, some companies are more stable than others.

As independent agents, we can help you find the perfect policy for your needs. So why wait? Let's get started!

WHO WE SERVE AND WHY

From the time I was young, I’ve had a love for food and the feeling of community that comes with sharing a meal. I have a soft spot for the hard-working folks in the hospitality industry who make it all possible. Some of my fondest memories are of family dinners at local restaurants and post-game feasts in hotel banquet halls after my daughter's volleyball tournaments.

That's why I'm on a mission as a financial consultant to help those in the hospitality and restaurant business cut costs and improve their financial futures. I've seen too many passionate founders in this industry struggle and retire broke because they missed opportunities to improve their cash flow and save costs for their future plans.

With a background in the military, training incoming soldiers, and teaching math to at-risk students, I've learned to communicate complex concepts with clarity and humor.

My first entry into the financial services world was starting a small tax office with my brother Michael, where we prepared thousands of personal tax returns. It was then that I realized how much America needs help to reduce the amount of taxes paid over a lifetime.

Because of my experiences, I have the unique ability to help my clients

understand complex financial concepts in a clear, easy, and fun way.

When people ask me what I do, it's simple:

I help clients arrange their affairs to provide profit enhancement and tax-free wealth-creating income. With a lighthearted, no-nonsense approach, I make it safer and less stressful for everyone involved. I absolutely love my job because it feels like Christmas every day, and I get to play Santa Claus, bringing the gift of financial well-being to my clients and their families.

To your success!

Simon

Book a Have Your Cake & Eat it Too Discovery Call

Simon and his beautiful wife Simone

OUR PROCESS

CHEW THE FAT:

To begin, I would love to get to know you, your business and your dreams better. Let's talk about your current saving strategies, areas where you excel, areas where you need some guidance, and your future goals. We'll look for opportunities for painless expense reductions. Please feel free to ask me any questions you may have about myself, my process, and how I can assist you in reducing debt, minimizing taxes, and increasing cash flow.

TAKE STOCK:

The assessment procedure entails examining your current financial situation in a judgement-free way. Collaboratively, we will develop a visual representation of what I refer to as your "current status" by considering your income, expenses, current benefits, protection, savings, and investment vehicles. The goal of this activity is to reveal any instances where you may be involuntarily or inadvertently transferring funds away from yourself.

PLAN THE MENU:

Once your current status is determined, we proceed to identify areas that could enhance both your present and future financial standing. I will present the advantages and disadvantages of each area to ensure that the financial strategies you utilize are harmoniously and seamlessly functioning. Collaboratively, we will create a clear course of action aimed at helping you accomplish your desired outcomes in the future.

BAKE THE CAKE:

After jointly devising a strategy that satisfies you, we will implement the plan. I will guide you through the procedure and assist with any necessary preparation steps. Upon adopting a financial plan, you will officially become a long term client of Safety of Wealth! Our clientele benefits from access to assistance, a network of affiliated experts, tools, resources, and updates on the constantly evolving market.

KEEP THINGS COOKING:

As a valued client, your financial plan will be diligently supervised and sustained. We will meet at your convenience to check in and help you make informed decisions regarding how to allocate, preserve, or invest your finances. We remain accessible to address any queries or modifications. Remember, it feels just like Christmas for us to see our clients prosper and flourish, and above all, from knowing that they have a trusted confidant in the industry, who helps them rest easy.

Book a Have Your Cake & Eat it Too Discovery Call

CONTACT US

The best way to connect is to find a time that suits you on our calendar.

You are also welcome to call or email. If we can't pick up because we're meeting with one of our valued clients, we will respond to voice messages or emails within 2 business days.

click to email us here

(352) 554-4704

2114 NW 6th St,

Gainesville, FL 32609

2023 Sage Smart Advisor Agency

Book a Have Your Cake & Eat it Too Discovery Call