Home

About Us

	Mission Statement and Firm
	Services
	Products
	Lifelong Income Strategy
	Broker Dealer (INVEST Financial Corporation)
	Associates
	Location
	Affiliated Offices
	Featured Links
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	iMoney
	Glossary
	Tax Library

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Mission Statement and Firm

Our Mission is to do what is right for our clients by delivering comprehensive Financial Planning and Wealth Management advice, including product solutions without a proprietary slant.

Our Firm Safe Retirement Planners, LLC is committed to helping people pursue their financial goals, life's dreams and future visions. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We have the interest and desire to listen, really listen, to what you are saying. Please don't ever hesitate to ask about anything you don't understand. You will be dealing with members of a team whose primary job is to serve you - we promise that you will never leave feeling that no one cares.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, attorneys, CPA's, accountants and mortgage brokers. So if we don’t have a product or service, we know a group that does.

Fred Johnson, Chadwick Mangum and John Matheny are Registered Representatives of and offer securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, and affiliated insurance companies. INVEST is not affiliated with Safe Retirement Planners, LLC. Advisory services offered through INVEST, a Registered Investment Advisor.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representatives are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.