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What Others Have
To Say About Us

The greatest measure of our success is long term relationships where we are able to actively participate in the planning to measure the success of our clients.

We Want People Who Care – About our unique process, The 21st Century HR Solution.

Kings of Group Insurance? How CorpStrat grew to one of the largest in CA

The Future Is Bright

Embracing Technology for your Business

This Makes All the Difference

Nobody Thinks THIS Will Happen – Safe Smart Money

The Money Machine – Safe Smart Money

Make It Happen – Safe Smart Money

Life Insurance is important for EVERYONE – Safe Smart Money

Are you Concerned About Planning – Funding for health care and LTC

It’s Not About Insurance – Safe Smart Money

Let Us Prove You Wrong – Safe Smart Money Ideas

People Don’t Want to Talk About This – Insurance

Make the Right Decision – Safe Smart Money

The Perfect Solution – Safe Smart Money Idea

You’re Going to Need This- Safe Smart Money Ideas


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.

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

“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

“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

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