Safe Wealth Advisors
  • Home
  • Videos
  • About
  • Services
  • Article
  • Contact
Welcome To...

Safe Wealth Advisors

meet us
 

Short Intro Videos...

Fixed Indexed Annuities


Guaranteed Lifetime Income


 

About Us


Billy Moreland | CEO
Billy began his 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.
 
He resides in Northern California and Idaho where he enjoys an active, adventurous lifestyle. He enjoys family, clients and good friends. 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.

​
EMAIL
[email protected]

CALL ME
(208) 635-0947

schedule a time to meet with billy
Picture

Picture

Riley Moreland | Executive Vice President

Riley Moreland is the Executive Vice President at Safe Wealth Advisors, specializing in fixed indexed annuities. Passionate about helping clients protect and grow their wealth, Riley focuses on providing financial security and peace of mind, ensuring a confident, stress-free retirement.

With a relationship-driven and analytical approach, Riley takes the time to understand each client’s unique goals, crafting strategies that support their ideal future. Safe Wealth Advisors prioritizes client-first service, emphasizing financial freedom and long-term stability.

Holding a business degree from The University of Idaho, Riley combines industry knowledge with a deep understanding of financial planning to create personalized solutions. As a representative of all annuity products, Riley offers strategies that provide protection, growth potential, and reliable income. Whether working with retirees or those laying the foundation for their financial future, Riley is committed to empowering clients with knowledge and confidence in their financial decisions.


EMAIL
[email protected]
CALL ME
(208) 740-1118

Lance Anderson | Financial Advisor

​Lance Anderson is a licensed insurance agent with a focus on annuities and life insurance solutions. With over 10 years of experience in helping clients navigate their financial journeys, Lance joined Safe Wealth Advisors to provide expert guidance in securing financial stability. He is passionate about creating tailored strategies that reflect each client’s individual aspirations and needs. A retired Fire Captain and former occupational health business owner, Lance now dedicates his efforts to empowering individuals, offering them the tools and knowledge to achieve long-term financial success and security.
EMAIL
[email protected]
CALL ME
​​(831) 234-5156
Picture
 
Our Services
What We Do For Clients

Picture
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.
Picture
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.          

Picture
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.    
Picture
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.
how can we help 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.
 

Sequence of Returns

Understand why the ups and downs of the stock market can have such devastating effects on your retirement IF you're drawing income. 
Picture

Registration Form

Please fill in the form below.

We Love To Meet New People!
 
Contact Us

Picture
EMAIL
[email protected]
[email protected]
[email protected]

Picture
CALL US
Billy (208) 635-0947
Riley (208) 740-1118
Lance (831) 234-5156
Picture
Call: (208) 635-0947
​Email: [email protected]

The information provided herein is the exclusive property of Safe Wealth Advisors. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. ​ © 2021. Safe Wealth Advisors.
"By providing my phone number to “Safe Wealth Advisors”, I agree and acknowledge that “Safe Wealth Advisors" may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to Opt-out by replying “STOP”. For more information on how your data will be handled please see the Privacy Policy below.

​No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
  • Home
  • Videos
  • About
  • Services
  • Article
  • Contact