Insights

Retirement Planning Focus Safe Money Resource specializes in safe retirement income planning and wealth preservation strategies, presenting opportunities to collaborate with clients seeking secure and tax-favored retirement solutions.

Customer Education Commitment The company's dedication to consumer education indicates potential for joint outreach or informational campaigns to engage a broader audience interested in retirement finance and wealth management.

Technology Adoption Utilizing digital tools like Unbounce and Google Tag Manager suggests openness to digital marketing efforts, providing avenues to enhance lead generation and online engagement strategies.

Scaling Engagement With a small team serving thousands of clients nationally, there is potential to expand services or develop partnerships that support scalable client outreach and retention initiatives.

Market Positioning Operating in a competitive landscape with similar firms of varying sizes, Safe Money Resource can leverage its niche in retirement security to differentiate through personalized, low-risk financial planning services.

Safe Money Resource Tech Stack

Safe Money Resource uses 8 technology products and services including Hotjar, Sucuri, Google Fonts API, and more. Explore Safe Money Resource's tech stack below.

Hotjar

Analytics

Sucuri

Content Delivery Network

Google Fonts API

Font Scripts

Google Cloud

Infrastructure As A Service

JSON-LD

Javascript Frameworks

WP Engine

Platform As A Service

Cloudflare Bot Management

Security

Radix UI

UI Frameworks

Safe Money Resource Email Formats	Example	Percentage
First@safemoneyresource.com	John@safemoneyresource.com	73%
Last@safemoneyresource.com	Doe@safemoneyresource.com	27%

Safe Money Resource Email Formats

Example

Percentage

First@safemoneyresource.com

John@safemoneyresource.com

73%

Last@safemoneyresource.com

Doe@safemoneyresource.com

27%

Frequently Asked Questions

Where is Safe Money Resource's headquarters located?

Safe Money Resource's main headquarters is located at 17165 Kingfish Lane West Summerland Key, Florida 33042 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Safe Money Resource's phone number?

You can contact Safe Money Resource's main corporate office by phone at

+1-800-790-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Safe Money Resource's official website and social media links?

Safe Money Resource's official website is safemoneyresource.com and has social profiles on LinkedIn.

What is Safe Money Resource's NAICS code?

Safe Money Resource's NAICS code is 52 - Finance and Insurance.

How many employees does Safe Money Resource have currently?

As of December 2025, Safe Money Resource has approximately 9 employees across 2 continents, including North AmericaAsia. Key team members include CEO: C. R.Annuity Marketing Director: T. C.Director Of Client Relations: E. B.. Explore Safe Money Resource's employee directory with LeadIQ.

What industry does Safe Money Resource belong to?

Safe Money Resource operates in the Financial Services industry.

What technology does Safe Money Resource use?

Safe Money Resource's tech stack includes HotjarSucuriGoogle Fonts APIGoogle CloudJSON-LDWP EngineCloudflare Bot ManagementRadix UI.

What is Safe Money Resource's email format?

Safe Money Resource's email format typically follows the pattern of First@safemoneyresource.com. Find more Safe Money Resource email formats with LeadIQ.

When was Safe Money Resource founded?

Safe Money Resource was founded in 2006.

Safe Money Resource

Q: How many employees does Safe Money Resource have currently?

Safe Money Resource has approximately 9 employees.

Q: What technology does Safe Money Resource use?

Safe Money Resource's tech stack includes Google Cloud CDN, shadcn/ui, RSS, React, Cloudflare.

Q: What is Safe Money Resource's NAICS code?

Safe Money Resource's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States2-10 Employees

An independent financial services firm, Safe Money Resource specializes in safe retirement income planning and wealth preservation strategies. 

We are committed to consumer education and conscientious service with responsibility and accountability. Our objective is to help our clients attain lasting retirement financial security. We focus on developing personalized financial plans which preserve wealth, provide income growth, are tax-favored, and generate returns at minimal risk. 

Since our founding in 2006, Safe Money Resource has educated and served thousands of clients across the United States.

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