Enjoyed working with Safe Tree?

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.

What Our Clients Say About Us

Using Justin, I already made over $2,000 in interest WHICH , is a lot more on my small nvestment, than any bank would pay.

If you want to keep or make more money, Justin is your guy to go to. 4 stars, because there is always WAYS for improvement.

Nothing against Justin,, I never give anyone a 5 out 5 . Otherwise it would go to head, 😆

ROBERT

Comprehensive Retirement Planning Solutions

for Texas and Beyond

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.

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.

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.

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.

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.

Dominique Reiman

Dominique Reiman

Client & Marketing Manager
Christina Sferle

Cristina Sferle

Tax Preparer
Brenda Engleman

Brenda Englemann

Tax Preparer
Alex Roig

Alex Roig

Attorney,
Alexander S. Roig, PLLC

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.

What to Consider in Your Charitable Giving Plan
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?

LEt's Talk

Schedule a Call

Ready to take control of your financial future? Schedule a call with Safe Tree Retirement Services today.

Join Our Mailing List

Invest in your financial future by subscribing to our mailing list! Gain access to a treasure trove of financial wisdom directly in your inbox.

WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We're delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

Skip to content