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Encouraging and Inspiring People
to Properly Protect from Life‘s

“What IF‘s”

Safe Smart planning strategies for professionals, business owners and people who want to
protect their most valuable assets.

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25 Simple Planning Ideas

To Help Protect The People And Things You Most Care About And Protect Your Assets

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What we believe is that the foundation of all confidence comes from addressing the issues that keep us all up at night, staring at the ceiling at 2:00 am, worried about ”stuff”.

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That “stuff” is us lacking confidence, generally in areas where uncertainty meets money. After 30+ years of counseling people, professionals, business owners, retirees and anyone who is trying to do anything on this planet. They cant see the label from inside the can. That’s where our experience is clutch!

We have found that IF we can help people address these “what IF’s”, by “peeling back the onion” and understanding the issues, we can help people address ways to overcome the challenges.

They gain confidence and assurance that they have solved these issues. Safe and Smart planning.

What’s a “What If?”:

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Me (or my spouse) needs extended and expensive care later in life – like Long Term or Nursing Care?
Where will that money come from? How can I be sure I preserve assets for my wife or family? How do people plan for that when almost everyone is going to need it?
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I get sick and have a disruption in my ability to earn? How will my family pay their expenses?
How will I pay my business overhead and employees? How can I be sure I don’t deplete assets I need for later – for retirement? And how do I keep accumulating not depleting…
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I have a life insurance policy that is intended to accumulate (and also provide last expenses) but I don’t have any tools to know if it is doing what it supposed to do?
How would I know? Aren’t these policies a function of the “market” and how do I know that its going to do what I expect it to do?
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I run a business and I have KEY people that I cannot afford to lose, and I want to reward and make sure they stick around?
What are the ways I can make them “sticky”? How do I craft plans to retain my VIP’s – my MVP’s? I can’t afford to lose those folks.
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I am concerned I could run out of money?
I’ve only got a limited amount and want to understand how I can make sure I always have enough to pay my bills? (Isn’t this what annuities do?)
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I am “late in the game” in terms of accumulating?
How can I add to my savings in a way that protects me from losing but gets me “Market sensitive” results?
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Me (or my spouse) needs extended and expensive care later in life – like Long Term or Nursing Care?
Where will that money come from? How can I be sure I preserve assets for my wife or family? How do people plan for that when almost everyone is going to need it?
Safe Smart Money Thumbnail Image
I get sick and have a disruption in my ability to earn? How will my family pay their expenses?
How will I pay my business overhead and employees? How can I be sure I don’t deplete assets I need for later – for retirement? And how do I keep accumulating not depleting…
Safe Smart Money Thumbnail Image
I have a life insurance policy that is intended to accumulate (and also provide last expenses) but I don’t have any tools to know if it is doing what it supposed to do?
How would I know? Aren’t these policies a function of the “market” and how do I know that its going to do what I expect it to do?
Safe Smart Money Thumbnail Image
I run a business and I have KEY people that I cannot afford to lose, and I want to reward and make sure they stick around?
What are the ways I can make them “sticky”? How do I craft plans to retain my VIP’s – my MVP’s? I can’t afford to lose those folks.
Safe Smart Money Thumbnail Image
I am concerned I could run out of money?
I’ve only got a limited amount and want to understand how I can make sure I always have enough to pay my bills? (Isn’t this what annuities do?)
Safe Smart Money Thumbnail Image
I am “late in the game” in terms of accumulating?
How can I add to my savings in a way that protects me from losing but gets me “Market sensitive” results?
As experienced professionals, we have counseled with hundreds of people and professionals over our careers.

Our balance of sophisticated planning strategies, combined with real life savvy and practical planning tools make us ideal advisors for many who are looking for straight-up council and no BS advice.

Safe Smart Money

Safe and smart strategies to protect and preserve the
people and things you care most about.
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What Do We Do?

We take the most advanced tools and products to help our clients plan for the “What IF‘s” of life, the things that keep people awake at 2am in the morning, staring at the ceiling, worried with fear.

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Who Are We?

We are experienced professional advisors with 50+ years of wisdom in advising on insurance and risk protection, asset preservation, insurance planning and risk management. We have expertise insurance products and annual performance review to benchmark your success.

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Why Work With Us?

We’re planners, not salespeople. We understand what keeps people up at night and how planning can help you sleep better. Think of us as “pillow consultants”.

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I love working with the Safe Smart Money Team at Corpstrat.

As college planners, our clients need to make the right financial moves to help with college planning. When we refer to them, everything is handled correctly, our clients are in good hands. They support our strategies and clients objectives.

Rudy Herrera

College Planning Expert College Assurity
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“They have such a great way of connecting with people”

Smart, experienced, and they have such a great way of connecting with people. They are team players, always working on behalf of their clients. I value the relationship I have with Marty and hos team and CorpStrat. They are the best!

Justin Krane

RIA, Krane Financial
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“The highest degree of integrity”

I’ve worked closely with Scott & Marty for more than a dozen years. They are client-first advisors, seek out the best opportunities for their clients, and operate with the highest degree if integrity.”

Brenden Barkate

Exclusive BGA
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I refer all of my clients to the Safe Smart Money team.

As a financial planner doing financial plans for my clients. I refer all of my clients to the Safe Smart Money team. I trust them to always to always do the right thing, take care of my clients, and to be there when people need them most.

Christopher Ingram

President Prosperitas Financial
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Scott, Marty and Safe Smart Money team have been my go-to for business and personal advisory for over 30 years.

They are amazing to work with and I refer them to anyone I know that is looking for a true trusted advisor.

Brad Rice

President Home Pie, Inc.
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Free Articles To Help You

Properly Protect
From Life‘s What IF’s​

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MEET THE FOUNDERS

Scott & Marty

We are experienced professional advisors together with 50+ years of combined wisdom, advising on insurance, how to protect the most important people in your life, and to make sure that you are prepared for the “unexpected”. We’re real people – genuine and caring – we don’t sell, we advise!

Let Us Protect You From Life’s

“What IF‘s”

The Life
Insurance Audit

Is your life insurance policy a
"ticking time bomb"

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The Perfect Long Term Care Solution

How to deploy your own monies
and lever them up 3 TO 6 TIMES
for care...GUARANTEED

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The Annuity
Audit

Why auditing your
annuity might save you
THOUSANDS OF DOLLARS

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Click Here