About Us |
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Billy Moreland | CEO
Billy began his insurance and financial career in 1984 while putting himself through business school. At the age of 20, Billy had a mentor who taught him to work hard and always do the right thing. Since then, Billy has built and sold several insurance organizations and has always been an advocate of SAFE MONEY strategies.
Billy has helped over 3,000 people navigate their financial and retirement options for the past 30 years. With individuals retiring earlier and living longer, retirement income is a major area of concern for maturing Americans. His clients include government employees, teachers, physicians, farmers and business executives to name a few. Billy is a proud father of four and happily married to his beautiful wife, Heidi. They all live in beautiful North Idaho and enjoy an active, adventurous lifestyle. He enjoys good friends, and many of his clients have become just that...life long friends. Let’s face it, in this day and age, it has become harder and harder to truly have enough money to enjoy retirement. The last thing you want to worry about is losing your hard earned money unnecessarily. Whether through fees, market volatility, low rates of returns, or inflation, more people are retiring on less money than they had hoped for.
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Michael Moore | EVPMichael Moore began his career in the financial services industry in 1996. Michael’s background is a combination of asset retention and tax mitigation planning for individuals and businesses. Utilizing safe, low-risk insurance products, Michael assists clients in pre- and post- retirement planning, as well as estate transfer to future generations. Michael has been a licensed life insurance agent in the state of California since 2000, holds licenses in more than a dozen states and has earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, Pennsylvania.
Michael lives in Laguna Niguel, CA with his beautiful wife Alicia and their two children, Abigail and Max.
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
For over 30 years, the principals at Safe Wealth Advisors have provided common sense solutions to life's risks. By taking a wholistic approach to risk planning, asset preservation and safety, our clients will never have to worry about losing money.
If this sounds like a philosophy that you would like to discover, we are here to help you.
If this sounds like a philosophy that you would like to discover, we are here to help you.
Sequence of ReturnsUnderstand why the ups and downs of the stock market can have such devastating effects on your retirement IF you're drawing income.
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We Love To Meet New People!
Contact Us
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MAIN OFFICE
9297 N Government Way Suite D Hayden, ID 83835 |
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EMAIL
[email protected] |
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CALL US
(208) 635-0947 |
