Creating Peace of Mind in Your Retirement, One Plan at a Time
About us.
Daniel Safe Money Retirement Solutions
Here to help you retire with confidence.
At Daniel Safe Money Retirement Solutions, our mission is to create peace of mind for your retirement by developing personalized financial plans that reflect your unique goals and aspirations. We are committed to guiding you through every step of the planning process, ensuring that you feel confident and secure about your financial future, one plan at a time.
A Strategic Approach Beyond the Ordinary
At Daniel Safe Money Solutions, we go beyond conventional methods. Our strategic approach is designed to offer innovative solutions tailored to your unique financial goals, setting us apart from traditional practices.
Are Your Retirement Savings On Track?
Maintain Income For Life with Safe Money Solutions
Daniel Safe Money Retirement Solutions
Join one of our workshops today and start your journey toward achieving peace of mind in retirement.
Brett Daniel
Founder
Brett Daniel, founder of Daniel Safe Money Retirement Solutions, has dedicated his career to helping individuals in his community secure peace of mind as they approach retirement. By educating pre-retirees on their options, Brett helps them craft personalized, effective retirement plans designed to protect against the risk of outliving their savings. He treats every client’s situation as if it were his own, ensuring that their unique needs remain the top priority. As Brett often says, “People don’t plan to fail—they fail to plan.”
Brett and his wife, Jessica—who is also his business partner—live in Fowlerville, MI, where they raised their two now- young adult children. When not working with clients, Brett enjoys staying active, attending high school football games to watch his daughter cheer, and escaping to Florida for winter getaways.
Jessica Daniel
agent
After 23 years working in various areas of the industry, Jessica Daniel joined her husband, Brett, in building Daniel Safe Money Retirement Solutions. As part of a family-run business, Jessica finds the greatest fulfillment in getting to know each client personally, forging lasting relationships that endure through every phase of life and financial planning. She is passionate about helping individuals design custom retirement plans that provide a well-prepared future.
Similar to Brett, Jessica enjoys spending time with her family, experiencing as much as she can in her children’s lives. When not with her family and clients, Jessica enjoys exercising, reading, and photography.
Annuities are not one-size fits all. Let us help you to integrate the best products into your personalized plan.
