A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Asset Consulting & Safe Money Solutions, Inc., we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Asset Consulting & Safe Money Solutions, Inc.
(765) 749-0082



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Social Security, RMD Distribution, Tax Reduction Workshop Schedule

December 1, 2020 @ 6:00 pm - 8:30 pm

Philip D. Capriotti, Sr., President/CEO

(Social Security Strategy Expert, Ed Slott IRA Master Elite Advisor) 

Office: (512) 833-6557

* * * All referral registrations may call the office number to register for the workshops.


December 1, 2020
6:00 pm - 8:30 pm


Philip Capriotti


Spicewood Springs Branch, Austin Public Library