Who We Are

Joseph Uppleger | Founder | Safe Future Wealth Partners MI
CEO / Founder
Retirement Planning Specialist

Joe is a sought-after public speaker, community educator, popular radio talk show host. Every week, people across the...

Financial Planner

With over 24 years of investment experience, Hary specializes in Financial Planning, Portfolio Evaluation, Planning for...

Lead Administrative Director

Stacy is the Administrative Assistant for Safe Future Wealth Partners LLC. Stacy brings over 20 years of administrative...

Heather | Tax Specialist | Safe Future Wealth Partners MI
Social Security / Tax Specialist

With over 20 years in the industry, Heather has worked within the finest organizations including Franklin Templeton Group...

Retirement Plan Guardian

401(k) Guardian

TSP Guardian

SDBA Guardian

 

 

 

 

Protect Your Wealth and What’s Most Important

While insurance is not the most popular topic on clients’ minds, having proper insurance coverage is one of the true cornerstones of sound financial well-being. We’ve found over the years that many people regret not taking insurance into consideration much sooner in their financial planning.

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Investing & Asset Management

With the continued volatility and uncertainty in the financial markets, many people are nervous and do not know where they can turn for trusted advice with their investment decisions. At Safe Future Wealth Partners, we can assist you in clarifying your financial goals and objectives and work with you to identify the appropriate investment advice and strategies to pursue those goals in a caring and confidential environment.

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Blogs

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.

Request a Copy of Joe and Hary's Book!

“How to Protect Your Retirement Money in Uncertain Times”
 

 

 

Joe and Hary provide key insights on steps to take to protect your retirement in today's uncertain economy.

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