Medical Services Industry Testimonials

Through SafeBridge, I enjoyed extremely impressive cash flow from tax savings on my over 20 year old commercial office building – which can only be accomplished today through Engineering-Based Cost Segregation.
Dr. Sory Shannon, DMD — Dr. Sory Shannon Dentistry

For years now, I have been looking for a way to provide my dental staff and myself with a quality group healthcare plan. Charles Allen and his team at SafeBridge Benefits sat down with me and explained what was available and how to find a configuration that worked best for us. His team was thorough and patient as each member of the staff had their own interview and ultimately arrived at what was best to fit their individual needs. I greatly appreciate their help and would recommend them highly to anyone who is seeking benefits for their business.
Drayton Smith, DMD —Southern Dental

Charles Allen has successfully served my family and me with our financial affairs, which began over 30 years ago. During that time, he has proven to be an exceptional Financial Advisor/Benefits Specialist in serving us with highest degree of competence and integrity.
Preston Beck, MSBME (retired) — School of Dentistry, Division of Biomaterials, University of Alabama at Birmingham

I’ve known Charles Allen for 32 years, and I can attest that he’s been an exceptional Financial Advisor in every facet of my wife’s and my life. First of all, he’s optimized the value of our insurance policies – helping us secure the absolute most amount of face value coverage…. at the lowest possible price points.
Preston Beck, MSBME (retired) — School of Dentistry, Division of Biomaterials, University of Alabama at Birmingham

We all have consistently profited and benefited from his exceptional expertise – as well as his successfully improving our overall financial situations by delivering significantly greater value with regards to our various insurance policies. As well, he was able to greatly reduce our retirement investment fees – while improving our consistently positive annual returns.
Dr. Sheila W. Kirk, Optometrist & Owner — The Eye Place

He then proceeded to produce a total financial plan which greatly advanced my wife’s and my families whole long-term financial objectives. This included the optimization of the value of all of our insurance policies – from Disability to Long-Term Care, to Life Insurance policies. In the insurance realm and in the investment realm, Charles, was able to achieve growth of our financial assets while minimizing risk of my retirement investment portfolio. This occurred while concurrently helping us achieve seven consecutive years of consistently profitable ‘tax-advantaged’ growth
Dr. Adam J. Scheiner, M.D. — World-Renowned Facial & Eye-Lid Plastic Surgeon

In the insurance realm and in the investment realm, Charles, was able to achieve growth of our financial assets while minimizing risk of my retirement investment portfolio. This occurred while concurrently helping us achieve seven consecutive years of consistently profitable ‘tax-advantaged’ growth…
Dr. Adam J. Scheiner, M.D. — World-Renowned Facial & Eye-Lid Plastic Surgeon

As well, SafeBridge consulted with me to help me obtain the most cost-effective and attractive Long Term Care solution I’ve encountered – which provides for liquidity, tax-free cash growth, a death benefit larger than I’ll ever invest into the policy – as well as an absolute rate-lock for life.”
Dr. Sory Shannon, DMD — Dr. Sory Shannon Dentistry

This new optimized ‘Total Employer & Employee Benefits Package’ represents the best overall value that we at Southern Skies Dermatology and Surgery have seen. Our work force is very happy with all of the Benefits Specialists from SafeBridge, and appreciated the professional, interactive and consultative communications they experienced during our open enrollment.
Mike Ingram, Administrator —Southern Skies Dermatology & Surgery