A full curriculum of workshops covering the full suite of Safety First planning methods.
Schedule a Private Meeting or Telephone Conference Today
Last Things First, IRA 590, The Roth Advantage, Max GROWTH DCA, and Safe Return
Our proprietary "Tactical Passive" modified buy and hold strategies with a twist!
Webinars, videos, podcasts, white papers, planning tools, and other resources.
Powerful tools that will help you gain clarity about your needs, wants, desires and risk tolerance.
Meet Safety First Financial Planners, where Stephen J. Kelley, Mark Perkins and George W. Perkins offer more than 100 years of collective experience in the insurance and finance industries. Safety First Financial Planners is helping the clients to learn and how to take control of their financial future and be intentional about their financial decisions with a safe, simple, and easy to use system anyone can understand.