Secure Your Retirement with Safe Tree
NEW BRAUNFELS & SAN ANTONIO, TX
You’ve spent your adulthood working and saving. Now it’s time to enjoy life in retirement! Our team is committed to protect and grow what you’ve saved and turn it into income that lasts as long as you do. Our business is based on providing solutions that provide comfort, trust, and security.
Safe Tree Retirement Services is here to help ensure your money is safe and secure. Their goal goal is to provide you with the support and assistance it takes to gain the peace of mind you deserve during your retirement years.
Justin has a great working knowledge of annuities and has helped my wife and I plan a balanced investment portfolio to insure a secure retirement.
Income Planning
We specialize in crafting personalized income strategies tailored to your unique retirement goals. Whether you’re approaching retirement or already enjoying your golden years, our comprehensive approach ensures a stable and reliable income stream, providing peace of mind for the years ahead.
Investment Planning
Maximize your investment potential with our tailored investment planning services. Our financial advisors will collaborate with you to develop a customized investment strategy aligned with your risk tolerance, goals, and timeline, helping you build and preserve wealth throughout your retirement.
Tax Planning
Navigate the complexities of tax regulations with our strategic tax planning services. We’ll work closely with you to optimize your tax situation during retirement, ensuring you keep more of your hard-earned money while adhering to legal requirements.
Healthcare Planning
Safeguard your well-being in retirement with our healthcare planning expertise. We help you anticipate and manage healthcare costs, explore insurance options, and create a plan that ensures you have access to the care you need without compromising your financial stability.
Legacy Planning
Leave a lasting impact on future generations through meticulous legacy planning. We assist you in developing a comprehensive plan for the distribution of assets, minimizing tax implications, and ensuring your wealth continues to benefit your loved ones and chosen causes according to your wishes.
MEET YOUR ADVISOR
Justin Dickey
Born and raised in New Braunfels, Texas, Justin is a seasoned financial professional with a strong foundation in business finance. Specializing in retirement planning, he brings extensive expertise in markets, retirement products, Social Security, and Medicare. Working across our San Antonio, Austin, and New Braunfels offices, Justin is dedicated to helping clients approach retirement with confidence and assisting those already retired in securing their financial future. Justin’s passion lies in ensuring his clients enjoy a worry-free retirement, surrounded by loved ones.
MEET THE TEAM
Meet the dedicated team at Safe Tree Retirement Services. Our professionals bring a wealth of expertise in retirement planning, ensuring your financial well-being.
Maren Mullaly
Marketing Relations Manager
Dominique Reiman
Client & Marketing Manager
Heather Dorrestijn
Investment Advisor Capital Income Solutions
Christina Sferle
Tax Preparer
Brenda Engleman
Tax Preparer
Alex Roig
Attorney
Educational Resources
Discover valuable insights, practical tips, and expert perspectives on effective financial management through our financial blog. Our goal is to equip you with the information and resources you need to make informed decisions and enhance your financial well-being.
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