About Us

NEW BRAUNFELS & SAN ANTONIO, TX

Safe Tree Retirement Services is a financial services organization that focuses on the needs of the retired. Our objective is to provide you with the financial instruments that can help give you the peace of mind to enjoy your retirement, knowing that your funds are safe and secure.

We believe that retirement is a time to be enjoying the rewards of your life, so we spotlight investments that are predictable in terms of conserving principal and rate of return – savings accounts, money market accounts, fixed annuities, and other higher-yielding financial products.

“Wealth, like a tree, grows from a tiny seed, and the more faithfully you nourish and water that tree with consistent savings, the sooner may you bask in contentment beneath its shade.”

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

Maren Mullally

Marketing Relations

Dominique Reiman

Dominique Reiman

Client & Marketing Manager

Heather Dorrestijn

Heather Dorrestijn

Investment Advisor Capital Income Solutions

Christina Sferle

Cristina Sferle

Tax Preparer

Brenda Engleman

Brenda Englemann

Tax Preparer

Alex Roig

Alex Roig

Attorney
Alexander S. Roig, PLLC

LEt's Talk

Schedule a Call

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

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.

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