Our firm focuses on IRA/401(k) rollovers, retirement/income planning and wealth transfer strategies.

As host of Safe Money Radio, Alan Schuh has enjoyed helping people protect their retirement money. Since 1989, Alan has helped people safeguard hundreds of millions of dollars in retirement assets and not one of those people has ever lost a penny from market downturns. There is something truly wonderful about being able to help people have peace of mind about their finances. Alan is able to sleep at night with the comfort of knowing his client's retirement funds are protected. It is his desire t...

As host of Safe Money Radio, Alan Schuh has enjoyed helping people protect their retirement money. Since 1989, Alan has helped people safeguard hundreds of millions of dollars in retirement assets and not one of those people has ever lost a penny from market downturns. There is something truly wonderful about being able to help people have peace of mind about their finances. Alan is able to sleep at night with the comfort of knowing his client's retirement funds are protected. It is his desire to give you that same piece of mind. Our mission is to teach clients powerful, safe-money strategies. Since 1989, he has been helping individuals and business owners preserve their assets, increase their income and reduce income taxes. As a safe money advisor, he works independently for your benefit.