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 * Home
 * Our Philosophy
 * Our Services
 * Who We Serve & Why
 * Our Process
 * Contact




WE HELP HOSPITALITY INDUSTRY PROFESSIONALS AND BUSINESS OWNERS:

☑ Reduce Overall Expenses
☑ Find Specialized Tax Incentives
☑ Legally Produce More Tax-Free Income
☑ Plan Strategically for a Secure Retirement

So you can keep more of your hard-earned money

and rest easy about the future. 

Book a Have Your Cake & Eat it Too Discovery Call

OUR PHILOSOPHY

At Safety of Wealth, we understand that financial planning can seem overwhelming
and time-consuming, especially for busy hospitality professionals and small
business owners.

 

We want to help you achieve your personal financial and life goals without the
stress and confusion. Many people miss out on financial opportunities or lose
money from their business and wallets unnecessarily. They don't have the
expertise or time to navigate the complexities of growing and protecting your
nest egg from predatory financial institutions, Uncle Sam and unnecessary risks.

 

Our team is here to provide guidance and assistance, taking the mystery out of
financial planning and helping you prepare for retirement and preserve your
wealth. Let us help you make the most of your financial opportunities!

OUR SERVICES




 * Expense Reduction
   
   Most people don't realize there are places where you can painlessly reduce
   costs. We help you find those opportunities, then take the savings and use
   the found money to build your future financial wellbeing. 

 * Retirement Planning
   
   Retirement can be a really exciting time when you have the opportunity to
   stay active and enjoy life to the fullest. That's why it's so important to
   make sure you have enough resources to maintain the lifestyle you and your
   family have grown accustomed to. We'll help you come up with a well
   structured and sustainable retirement income strategy.

 * Tax Reduction
   
   Your CPA helps you pay the least taxes in the past year but they are not
   equipped to help you reduce your tax burden in the future. We'll teach you
   ways to legally and ethically make more of your income and investments
   tax-free.

 * Risk Management
   
   Getting life insurance is a selfless act that can help your loved ones in the
   future and preserve your legacy. It's not just about replacing your income -
   life insurance can be crucial for keeping your business going too.
   
   Not all insurance options are not created equal, some companies are more
   stable than others.
   
   As independent agents, we can help you find the perfect policy for your
   needs. So why wait? Let's get started!



WHO WE SERVE AND WHY

From the time I was young, I’ve had a love for food and the feeling of community
that comes with sharing a meal. I have a soft spot for the hard-working folks in
the hospitality industry who make it all possible. Some of my fondest memories
are of family dinners at local restaurants and post-game feasts in hotel banquet
halls after my daughter's volleyball tournaments.

 

That's why I'm on a mission as a financial consultant to help those in the
hospitality and restaurant business cut costs and improve their financial
futures. I've seen too many passionate founders in this industry struggle and
retire broke because they missed opportunities to improve their cash flow and
save costs for their future plans.

 

With a background in the military, training incoming soldiers, and teaching math
to at-risk students, I've learned to communicate complex concepts with clarity
and humor.

 

My first entry into the financial services world was starting a small tax office
with my brother Michael, where we prepared thousands of personal tax returns. It
was then that I realized how much America needs help to reduce the amount of
taxes paid over a lifetime.

 

Because of my experiences, I have the unique ability to help my clients

understand complex financial concepts in a clear, easy, and fun way.

 

When people ask me what I do, it's simple:

 

I help clients arrange their affairs to provide profit enhancement and tax-free
wealth-creating income. With a lighthearted, no-nonsense approach, I make it
safer and less stressful for everyone involved. I absolutely love my job because
it feels like Christmas every day, and I get to play Santa Claus, bringing the
gift of financial well-being to my clients and their families.

 

To your success!

 

Simon

 

Book a Have Your Cake & Eat it Too Discovery Call

Simon and his beautiful wife Simone

 

OUR PROCESS

 

CHEW THE FAT:

To begin, I would love to get to know you, your business and your dreams better.
Let's talk about your current saving strategies, areas where you excel, areas
where you need some guidance, and your future goals. We'll look for
opportunities for painless expense reductions. Please feel free to ask me any
questions you may have about myself, my process, and how I can assist you in
reducing debt, minimizing taxes, and increasing cash flow.

 

TAKE STOCK:

The assessment procedure entails examining your current financial situation in a
judgement-free way. Collaboratively, we will develop a visual representation of
what I refer to as your "current status" by considering your income, expenses,
current benefits, protection, savings, and investment vehicles. The goal of this
activity is to reveal any instances where you may be involuntarily or
inadvertently transferring funds away from yourself.

 

PLAN THE MENU:

Once your current status is determined, we proceed to identify areas that could
enhance both your present and future financial standing. I will present the
advantages and disadvantages of each area to ensure that the financial
strategies you utilize are harmoniously and seamlessly functioning.
Collaboratively, we will create a clear course of action aimed at helping you
accomplish your desired outcomes in the future.

 

BAKE THE CAKE:

After jointly devising a strategy that satisfies you, we will implement the
plan. I will guide you through the procedure and assist with any necessary
preparation steps. Upon adopting a financial plan, you will officially become a
long term client of Safety of Wealth! Our clientele benefits from access to
assistance, a network of affiliated experts, tools, resources, and updates on
the constantly evolving market.

 

KEEP THINGS COOKING:

As a valued client, your financial plan will be diligently supervised and
sustained. We will meet at your convenience to check in and help you make
informed decisions regarding how to allocate, preserve, or invest your finances.
We remain accessible to address any queries or modifications. Remember, it feels
just like Christmas for us to see our clients prosper and flourish, and above
all, from knowing that they have a trusted confidant in the industry, who helps
them rest easy.

Book a Have Your Cake & Eat it Too Discovery Call

CONTACT US

The best way to connect is to find a time that suits you on our calendar. 

 

You are also welcome to call or email. If we can't pick up because we're meeting
with one of our valued clients, we will respond to voice messages or emails
within 2 business days.

click to email us here

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(352) 554-4704

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2114 NW 6th St,

Gainesville, FL 32609


2023 Sage Smart Advisor Agency
Book a Have Your Cake & Eat it Too Discovery Call



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