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
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.
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.