For starters, Charles and his SafeBridge team have proven to optimize the value of my wife’s and my Life Insurance policies. And even years later – they helped greatly leverage up my overall net worth of coverage, all at a lower premium outlay. As well, Charles delivered the optimal solution to help my young son secure the optimal solution to provide him with the consummate ‘financial head start’ in life. Last but not least, with regards to my retirement nest egg – Charles and his SafeBridge team demonstrated the ability to protect my principal investment, consistently kept me out of harm’s way, and delivered consistently impressive tax-advantaged profitable returns year after year.
Anthony Scanga – Business Analyst — BNY Mellon
Charles and his entire SafeBridge ‘team’ have proven to deliver an exemplary job in exceeding my expectations in terms of asset protection, tax-efficient accumulation of assets – as well as assuring my needed level of tax-efficient retirement income going forward.
Kathryn Fulbright, Retired Paralegal — Sirote, Permutt. P.C.
Furthermore, my family and I have considerably profited from Charles’ professional guidance and consultation regarding our personal financial affairs.
R. David Collins, President — DC Oil Company, Inc.
For many years, my family & I have been greatly benefiting and profiting from the professional guidance of Charles Allen and his top-notch team (now SafeBridge Benefits), as he’s successfully helped guide us in the direction of our long-term financial goals. Charles and his team’s sage recommendations, guidance and first-class, ultra-responsive client service has been a real breath of fresh air to my family and me. He’s effectively helped us to dramatically grow our retirement nest-egg very profitably, he’s also helped us realize the very best values for our personal Insurance Policies of all types. And, now – we’re meeting with him regarding helping us optimize our employer group insurance benefits!
H. Craig Winn, Principal — Structural Design Group
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
The SafeBridge Group and it’s CEO, Charles Allen – helped me secure a retirement asset accumulation vehicle which eliminates any risk to my principal investment, while offering 100% of global financial markets upside growth potential; which was 100% tax-deferred and imposed zero fees.
Jim Sibley, CEO — Sibley Oil Company, LLC
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
Charles Allen, CEO of The SafeBridge Group designed and secured the optimal Long Term Care solution for my wife. He’s truly a pro!
Jim Sibley, CEO — Sibley Oil Company, LLC
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
…they proved to consistently and tax-efficiently grow my wife and my retirement assets to a degree which has certainly exceeded all of our expectations. In fact, they’ve been able to help us consistently and tax-efficiently deliver very impressive accumulation of our retirement nest egg… Whether it relates to Long Term Care planning, optimizing value from Life Insurance policies, or the best Retirement-Income vehicles, I would recommend Charles Allen and The SafeBridge Group…
Jerry G. LeDoux (Col)(Ret), President — LeDoux Enterprises, LLC
My wife and I are extremely happy with the optimal Long Term Care (LTC) solution delivered to us by The SafeBridge Group – in Partnership with AAAS & ATDA. It offers us all the advantages of the newer & superior LTC solutions – without the disadvantages of older, traditional LTC policies. Overall, a vastly superior value!
Henry Pilkinton, Owner — Central Mississippi Auto Parts, LLC
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
The SafeBridge Group and Charles Allen (it’s CEO) has taken an extraordinary personal interest in optimizing mine and my family’s total financial situation – in all aspects our business and personal financial affairs.
Jim Sibley, CEO — Sibley Oil Company, LLC