About Us |
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Lonnie Robbins | Safe Wealth Matters Founder
Lonnie is the founder of Safe Wealth Matters, an entrepreneur, and a second-generation safe money expert. Since 2005, he has dedicated his efforts as a business and financial coach to help individuals and families protect their retirement income. He is passionate about seeing his clients thrive through their retirement years. As an independent agent with access to the country's top carriers, Lonnie’s priority is to find the best solution to meet the client's wealth and retirement goals.
With increasing life expectancies and decreasing employer pension benefits, what might have worked for the income planning of our parents and grandparents, is no longer the best option in today's uncertain economic landscape. A plan is needed to provide lasting income and protect future generational wealth. Lonnie’s system with has helped thousands of Americans ensure peace of mind for their financial future and fully enjoy their retirement years. With over a decade of experience in anticipating and meeting the needs of the highly influential, Lonnie recognizes that financial freedom and legacy go hand-in-hand. He considers his family his greatest investment in life. Married 22 years to his wife, Amy, and blessed with two children, Lonnie finds his greatest purpose in his role as husband and father. He loves experiencing new adventures with his family, enjoying the beauty of God’s creation, and making lasting memories.
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Get a FREE copy of my bestselling book!Order my book today at NO c0st! Complete the form to below receive a free copy of The Retirement Shield, my #1 Amazon bestselling book to help you preserve your assets and have the retirement you deserve.
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We Love To Meet New People!
Contact Us
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LOCATION
Serving TX, SC, NC, TN and GA |
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EMAIL
[email protected] |
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CALL US
(512) 772-6268 |
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Why risk what you can’t afford to lose?Let’s partner together to find the right solution for you. Complete this form and we will follow-up to schedule a free consultation to discuss the next steps.
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