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 Petra McPartlin, Client Relations
With over 20 years of customer service and client relations experience, Petra McPartlin will be your first interaction with Safe Money Retirement Solutions. She is on the front-lines of ensuring that your needs are met. We take our customer relationships very seriously and strive to make your experience a great one!
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.