Safe Money Inc.

Safe Money Inc. is a financial planning firm offering life insurance, estate planning, retirement planning, tax services, and help with wills, trusts and home refinancing. The site presents the firm as an adviser focused on each client's overall financial picture rather than only selling investments, with planning meetings covering whatever financial concerns a client raises.

A free one-on-one financial review is offered, and a free consultation can be requested through the contact form or by phone. Investments are reviewed periodically and the firm says account maintenance fees generally cover ongoing questions. The office is at 1515 Lincoln Ave. in San Jose.