SAFE Financial Services

Home
United States
Folsom, CA
SAFE Financial Services

Invest the Way YOU Want

09/30/2026

Read the Weekly Market Commentary to better understand how you can prepare and protect your portfolio.

Check it out here: https://www.lpl.com/research/weekly-market-commentary.html

09/28/2026

Life insurance is more than a policy. It's a way to help protect the people who matter most. During Life Insurance Awareness Month, take a moment to review your coverage and make sure your plan still aligns with your family's needs, goals, and future.

Start the conversation: https://www.safecu.org/wealth-management

09/21/2026

Reaching financial goals rarely happens by accident. It takes a plan, ongoing evaluation, and the discipline to stay the course. Michael explains why tracking your progress is just as important as getting started.

Learn more about Mike: https://www.safecu.org/wealth-management/meet-our-advisors/mike-kenison

09/18/2026

Medicare can be confusing, but understanding your options doesn't have to be.

Join us for an educational webinar designed to help you navigate Medicare coverage, enrollment timelines, and key decisions with confidence.

Register today: https://www.safecu.org/community/events/events-detail/2026/09/24/default-calendar/030426-understanding-medicare-el-cf

09/14/2026

The earlier you start saving, the more time your money has to work toward future education expenses. College Savings Month is the perfect opportunity to review your plan and make sure you're on track to support your loved one's goals.

Start the conversation: https://www.safecu.org/wealth-management

09/07/2026

Behind every goal achieved is a story of hard work, sacrifice, and determination. This Labor Day, we celebrate the effort that built the foundation and the opportunities that lie ahead.

09/04/2026

Have you thought about what happens to your assets in the future?

Join Ed Fong for a valuable discussion on long-term estate planning and gain insights to help you make informed decisions for yourself and your family.

Secure your spot today: https://www.safecu.org/community/events/events-detail/2026/09/16/default-calendar/long-term-estate-planning-with-ed-fong

Address

2295 Iron Point Road Ste 100
Folsom, CA
95630

Telephone

+19168128041

Website

https://www.safecu.org/wealth-management

Alerts

Be the first to know and let us send you an email when SAFE Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to SAFE Financial Services:

Want your business to be the top-listed accountant in Folsom?