About Safe Money Retirement Solutions
Safe Money Retirement Solutions is a business that has over 25 years of experience in ensuring successful retirements. We are a quality-driven financial solutions firm, helping individuals and businesses pursue and achieve their ultimate goals. Being able to find strategies for many of life’s needs is our primary focus, whether you are working and saving for retirement or you are living it. Our firm has long-standing relationships with a variety of financial companies offering a wide array of products and services. This allows us to design solutions tailored to your needs and goals. As independent consultants we have the ability to choose the companies we feel provide the best services at the best value. We welcome the opportunity to discuss ideas and alternatives with you via telephone or in person. We want to be your trusted financial professional.
Meet Kelli Schiavi, Client Relations
Kelli is a graduate of Wayne State University earning her degree in Music Therapy. She has lead several successful businesses including contracting Music Therapy service to Detroit area nursing centers, Venture Sales Tupperware, and private music lessons.
Whether tending to nursing home residents, customers or students, Kelli strives to ensure the needs of her clients are met. She knows that good customer relationships are the most important aspect of a good business.
Meet Bryan Milder, CEO
Bryan Milder is president and CEO of Safe Money Retirement Solutions. He has experience specializing as a trusted financial professional in the areas of retirement income strategies, business succession strategies, and tax reductions strategies.
As an Independent Consultant, Bryan seeks out high quality solutions custom tailored to client’s goals and objectives. Bryan’s hope is to aid families nearing retirement to make better decisions, which can affect their retirement experience.
Meet John F. Allen CLU ChFC
John Allen grew up in Massachusetts where he obtained a Bachelor of Arts degree from Yale. John completed graduate work at the University of Michigan where he met his wife, Kathryn. After four years of teaching abroad in a business institute on the slopes of Mt. Fuji, the Allens returned to Michigan and John joined Northwestern Mutual with the district office located in Troy, MI.
In his forty years with Northwestern Mutual, John served as a Financial Representative in the sales and servicing of investment and insurance products to business and insurance clients in southeast Michigan. John is currently part of Safe Money Retirement Solutions in Novi to focus on meeting the retirement and pre-retirement needs of senior clients with the excellent planning models and product resources that the firm offers.
Meet Mark Soltz, Financial Advisor
Mark Soltz has been in the financial service business for over 20 years. Mark is currently a Retirement Specialist with Safe Money Retirement Solutions, working with both pre-retiree and retirement income planning clients. Mark works with a team of professionals, who research the marketplace to find the best safe money products and solutions in the industry. His professionalism and ability to bring ideas to his clients are what sets him apart. Mark enjoys working with people to help them accomplish their retirement goals and objectives.
Meet Brian McGrath, Financial Advisor
Brian McGrath has been in the financial services industry since 1998. He has seen it all from multiple market highs to the tech bubble and the financial crisis recently. Brian is experienced with all aspects of investments, financial products, tax planning, wealth transfer, and retirement/income planning are unmatched.
After years in the mortgage and banking industry coupled with his vast experience with fixed and variable investments, Brian can help you create a plan that suits just you while being flexible to change as your situation changes. Now partnered with Safe Money Retirement Solutions, Brian will work with you to provide answers and solutions to your financial needs and goals.
Brian’s goal is to take away the anxiety and complexities of managing your financial goals by getting to know and understand his clients’ goals and concerns.
Meet Paul Carter, Retirement Specialist
Paul Carta, licensed insurance agent, has been in the financial services industry since 2001. He has a background in consulting financial advisors, and researching products that best fits their client’s needs. Paul is experienced with a wide range of financial concepts, and brings his expertise to Safe Money Solutions. He loves to educate is clients first, and will work patiently with you to find a solution that meets your long term
Paul has an 8 year old daughter, 6 year old son, and loving wife. He spends most of his time with the family, and occasionally makes it to the golf course. He is a true Detroit sports fan, and loves all 4 major sports, and honored to be a part of a great team at Safe Money Solutions.