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 is to provide you with the support and assistance it takes to gain the peace of mind you deserve during your retirement years.
What Our Clients Say About Us
I was suddenly left with no financial advisor. Panicking I had just attended a seminar with Justin and had given him a small amount to invest and test him. He took over my whole portfolio and within weeks I am better off than I was before.
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.
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.
Retirement brings the freedom to design a lifestyle that reflects your values, interests, and priorities. One of the most significant decisions you’ll
Estate planning involves careful decisions about how to protect and distribute your wealth. Life insurance can be a consideration in this process,
Retirement is an exciting chapter in life, but it’s also a time when financial surprises can arise. While you may have accounted
Retirement planning involves more than just saving money—it also requires knowing when important financial milestones occur. Key ages in retirement planning often
When planning your financial legacy, naming beneficiaries on accounts such as retirement plans, life insurance policies, and investment accounts is a critical
Retirement represents more than just an end to your working years—it’s a new beginning filled with opportunities to pursue your passions, spend
READ OUR LATEST GUIDE
What to Consider in Your Charitable Giving Plan
Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.
MORE QUESTIONS?
