My wife and I also purchased an optimized Long Term Care protection plan from Charles Allen, which will secure our health care in the future and protect our assets from depletion which we've worked so hard to obtain. I would (and have) recommended Charles and Safebridge to my friends.
Henry Pilkinton, Owner —Central Mississippi Auto Parts, LLC
I have been completely satisfied with Charles Allen and the Safebridge Group. He and his staff have shown (and implemented) several cost saving opportunities which have considerably profited my business, including WOTC tax credits processing and Better Benefits for Less.
Henry Pilkinton, Owner —Central Mississippi Auto Parts, LLC
In the one and half years we have been doing business together, I have been very pleased with the service we have received. The responsiveness from all employees, particularly Karen Burgess has been more than expected. The care that has been shown to my employees, and the attention to detail has made my responsibilities easier. I recommend The SafeBridge Group.
Brian Lombardino, Owner —Brian's Tire & Service
We selected The SafeBridge Group's industry-leading Better Benefits for Less total solution. Not only did it deliver profitable savings to our bottom line. Our valued employees have been delighted with the unparalleled expertise and client service from their team of Employee Benefits Specialists.
Don Duncan, Owner —Don Duncan’s All American Auto, Inc.
H&H significantly profited from The SafeBridge Group’s Risk-Free Engineering-Based Cost Segregation solution and will continue to do so for years to come.
Don Hall, General Manager —H&H Companies
Sibley Oil Company is now significantly profiting from the nation's leading Work Opportunity Tax Credit (WOTC) processing opportunity - a proprietary solution offered only through The SafeBridge Group. And, we keep 100% of our lawful tax credits!
Jim Sibley, CEO —Sibley Oil Company, Inc.
Their client service has been consistently excellent on both the employer and employee levels. The availability of a consultant has proven to be an asset to our company as well as our employees. Our employees have been able to contact them directly with questions or for help processing a claim without any problems. Bowden Oil strongly recommends SafeBridge Benefits Alliance to any employer group seeking to maximize value, employee retention and bottom-line savings.
Debbie Rogers, Vice-President —Bowden Oil
We realized very impressive cash flow from massive tax savings from our commercial office buildings , which can only be accomplished today through an Engineering-Based Cost Segregation solution (and on a risk-free basis). SafeBridge greatly exceeded our every expectation!
David Gray, CEO —Gray's Tire & Service
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, Inc.
NAPA Auto Parts and our valued employees are thrilled with the SafeBridge Better Benefits for Less total program. Our business is realizing bottom line savings, and our employee retention has certainly increased as a result!
Reggie Sims, President —NAPA
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
SafeBridge successfully cut our monthly waste haul expense for all of our companies between 50% to 72%! Our companies were never out of pocket a single dollar.
Rick Estel, Owner —The RPT Companies
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, Inc.
…delivering lucrative WOTC tax credits to our bottom-line, and delivering considerable savings on our Wireless and Waste Haul monthly expense, risk-free!
Sam Gibson, CEO —Gibson Oil Company
OEC will be enjoying major cash flow from previously unrealized tax savings on our commercial office building - which can only be accomplished through Engineering-Based Cost Segregation.
Geoff Smith, President —Oil Equipment Company
SafeBridge has consistently proven to deliver unparalleled value and very impressive risk-free, profitable cash flow to our valued clients. Working through SafeBridge, our clients are realizing dramatic cash flow from tax savings from their commercial office buildings, which today - can only be accomplished through Engineering-Based Cost Segregation.
William Cox, Senior Partner —Aldridge Borden & Company
The true value of our membership has come from multiple cost-saving solutions from SafeBridge. Sibley Oil and my family saved hundreds of thousands of dollars by utilizing their industry-leading solutions for Engineering-Based Cost Segregation, WOTC tax credits, major cost reductions in employee benefits and waste haul expenses
Jim Sibley, CEO —Sibley Oil Company, Inc.
As well, SafeBridge is consistently delivering Better Benefits for Less 'total packages' to our clients, with savings accruing directly to their bottom-lines. And, SafeBridge's industry-leading portfolio of Cost Savings Solutions is proving to further reduce taxes, as well as the cost of operating for our valued clients who are enjoying enhanced profitability as a result - and on a risk-free basis.
William Cox, Senior Partner —Aldridge Borden & Company
The single greatest value from our P&CMA membership has come from our partnership with The SafeBridge Group and their multiple cost-saving solutions.
Jim Sibley, CEO —Sibley Oil Company, Inc.
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 architected, negotiated and delivered the very best Better Benefits for Less total package our company has ever experienced. Sibley Oil Company realized profitable savings on our bottom-line, and our employees realized valuable savings in their pockets for superior benefits.
Jim Sibley, CEO —Sibley Oil Company, Inc.
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
Our firm strongly recommended SafeBridge's industry-leading Better Benefits for Less program to our long-time client, Gibson Oil Company (G.O.C., Ltd.). G.O.C., Ltd. and its valued employees are already significantly benefiting from this SafeBridge platform! Now, G.O.C., Ltd. is pursuing SafeBridge's proven and risk-free Cost Savings Solutions in order to further drive their bottom-line.
Jason Westbrook, Partner —Aldridge Borden & Company
Sibley Oil Company has realized extraordinary cash flow from tax savings through SafeBridge. Today, this can only be accomplished through Engineering-Based Cost Segregation. Our cost-free estimated savings proved to be a fraction of the actual cash flow we realized!
Jim Sibley, CEO —Sibley Oil Company, Inc.
…architected an ideal Total Employer Benefits package... at the absolute lowest price points, which have delivered major savings to our bottom-line.
Jeffery W. Bryant, Vice President —Bryant & Company, Inc.
Like H&H has discovered, all AAAS member companies should fully explore the proven, risk-free cost-savings solutions which are uniquely delivered by The SafeBridge Group - in Strategic Alliance with AAAS.
Don Hall, General Manager —H & H Companies
The ATDA alliance with The SafeBridge Group offers proven & risk-free solutions which further increase member company’s bottom-lines.
Randal H. Ward, CAE, President —Alabama Tire Dealers Association
SafeBridge specializes in delivering a portfolio of proven and risk-free savings-generated solutions which further increase member company's bottom lines. With an outstanding reputation and very positive track record, SafeBridge has delivered extremely impressive results for many companies in our industry.
J. Bart Fletcher, CAE, President —The Petroleum & Convenience Marketers of Alabama
View Full TestimonialWe have been very happy with the outstanding service, support and personalized attention which the SafeBridge Benefits Specialists have provided our employees and their covered dependents. As well, our employees have realized substantial savings through having this new access to superior benefits at significantly lower costs. The consultative and educational approach of the SafeBridge Benefits Consultants has 'been a real breath of fresh air.
Ronda South, Administrative Manager —Advanced Rotors
View Full TestimonialFor starters, the SafeBridge team has already generated very lucrative tax savings / cash flow back to our ownership from the purchase of our commercial office properties. And, we certainly expect much larger savings / cash flow in the tax year to come. This can only be maximized and accurately delivered through engineering-based cost segregation's application. SafeBridge partners with America's leading company in this area of expertise.
Rick Estel, Owner —The RPT Companies
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.
Anthony Scanga, Business Analyst —BNY Mellon
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
View Full TestimonialCharles 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.
View Full TestimonialThe SafeBridge Group is a first-class outfit in every sense of the word and brings unique 'savings' solutions to employers like Rick’s Pro Truck Companies - which further boost our bottom-lines. And best of all, SafeBridge delivers this result on a 100% risk-free basis.
Rick Estel, Owner —The RPT Companies
View Full TestimonialI can attest that Charles has been able to brilliantly assemble the very 'best in breed' providers in America (who've contracted with The SafeBridge Group) who specialize in delivering bottom-line savings to businesses by reducing expenses on essential services. These include cumulative monthly utility costs, natural gas expenses, wireless expenses, waste haul expenses, etc. As well, Charles has some of the nation's leading (but little known) tax savings solutions which deliver major cash flow to business owners all over the Southeast, U.S. - as well as the nation.
Tim Pheifer, CEO & Co-Founder —Araddis
I would recommend that any savvy business owner take advantage of The SafeBridge Group's portfolio of greatly risk-free, savings-generating solutions which further greatly increase company bottom-lines!
Tim Pheifer, CEO & Co-Founder —Araddis
View Full TestimonialCharles Allen comes to us with many strong recommendations as he has almost three decades of successful experience in delivering exceptional value to association member companies with more than 321 of North America’s largest national and international associations. Charles and his top-notch team of Senior Financial & Employer Benefits Professionals have a proven record of delivering great solutions, client service and value. They have helped numerous companies and employer groups throughout the southeast and the state of Alabama improve employee benefits and increase their bottom lines.
Randal H. Ward, CAE, President —Automotive Aftermarket Association Southeast
…will provide you with savvy professional guidance and advice needed to improve your current offerings with the goal of improving employee benefits and your company’s bottom line.
Randal H. Ward, CAE, President —Automotive Aftermarket Association Southeast
View Full TestimonialI've known Charles Allen for decades, and through those years, we've developed a meaningful personal friendship as well as an excellent working relationship. Years ago, Charles and his outstanding team, (now SafeBridge Benefits Alliance), were selected to handle our total employer benefits package. They immediately began to greatly help us by architecting an ideal Total Employer Benefits package... at the absolute lowest price points, which have delivered overall savings to our company's bottom-line.
Jeffery W. Bryant, Vice President —Bryant & Company, Inc.
…demonstrated exemplary client service and professionalism at all times to Bryant & Company, Inc. and our employees – as well as an impeccable degree of integrity.
Jeffery W. Bryant, Vice President —Bryant & Company, Inc.
View Full TestimonialCharles Allen and his excellent team have been successfully handling our employer / employee benefits package for years, and have demonstrated superior performance versus that of any other provider group with whom we've ever previously partnered. They've also helped deliver valuable savings to our company's bottom-line. Last but not least, they've exhibited the highest degree of upstanding character to our ownership, executive management, and entire workforce at all times!
Al Cason, President & COO —Bud’s Best Cookies
…superior benefits at lower price points than the others. Last but not least, they've exhibited the highest degree of upstanding character to our ownership, executive management, and entire work force at all times!
Al Cason, President & COO —Bud’s Best Cookies
View Full TestimonialI've known Charles Allen for 7 years and counting and consider him to be a genuine and true friend. Charles and his excellent team of employer benefit professionals have proven to deliver a superior, more benefits-rich array of offerings in each benefits category - at lower price points for my company.
R. David Collins, President —DC Oil Company, Inc.
To be sure, DC Oil has enjoyed realizing the bottom-line savings from their better benefits for less methodology, as well as the significantly reduced FICA / Payroll taxes via payroll deductions - through all of the exceptional value delivered in their best-in-breed 'voluntary' (100% employee paid) employee benefits. DC Oil and all of our employees have significantly benefited from our relationship with Charles and his team. 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.
View Full TestimonialCharles Allen and his first-class Better Benefits for Less team delivered the very best-in-breed employee benefits package to our owners, executives and employees that we’ve ever experienced in our over 30+ year history.
Ronald W. Minor, Chairman & CEO —M&N Alloy, Inc.
And, they delivered dramatic savings to our owners, executives, employees, and our company's 'bottom-line'! The Owner/Executive Policies and other key corporate policies they've implemented have been paramount to the continued success and the very future of M&N Alloy, Inc. We'd recommend them to any employer seeking to truly realize Better Benefits for Less.
Ronald W. Minor, Chairman & CEO —M&N Alloy, Inc.
View Full TestimonialCharles Allen and his fine team were highly referred to us over 5 years ago. Since then, they have proven to add very significant value for our executives and employees, as well as to our company's 'bottom-line' savings.
David Bowers, VP —McCullough Oil Company, Inc.
Charles carefully evaluated our existing employee benefits and subsequently generated an extremely sage 'recommendation report' which outlined an ideally suited suite of superior benefits offerings - all at more affordable price points to our company and employees. From the outset, Charles demonstrated a genuine concern for our well-being, as well as that of our executives and all employees. Charles and his exceptional team have maintained our absolute trust and confidence at all times.
David Bowers, VP —McCullough Oil Company, Inc.
View Full TestimonialWe've been working with Charles Allen and his exceptional team (now Safebridge Benefits) for almost six years with regards to our employee group benefits. From the outset, they helped us considerably lower our overall health care costs - while helping us realize superior overall health care benefits for all of our valued employees at the same time.
Diane Hester, Sr. Vice President —RiverFall Credit Union
All of our employees are exceedingly happy to have SafeBridge Benefits handling all details surrounding theirs and their family members' much-needed & best-in-breed benefits at the lowest possible price points! No other agent or broker group has ever demonstrated the level of expertise, knowledge, attention to detail and outstanding customer service that they’ve consistently delivered for our organization and employees.
Diane Hester, Sr. Vice President —RiverFall Credit Union
View Full TestimonialFor 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
View Full TestimonialCharles 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
View Full TestimonialI'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
It has been a real delight having Charles Allen and his team of Senior Financial & Employee Benefits Specialists serving West Oil for years. Now SafeBridge Benefits, Charles and his team are in a better position than ever to deliver superior employer benefits packages to client companies, while delivering valuable savings to their 'bottom-lines' by securing significantly lower price points. This group is hyper-competent, and represents a first-class team in every sense of the word! Without hesitation, West Oil strongly recommends SafeBridge Benefits.
Mitzi West, General Manager —West Oil Company, Inc.
View Full TestimonialUpon selecting them to help us with our Employer & Employee Benefits, such to deliver a truly Optimized Total Benefits Package and Retirement Plan our company and employees have most certainly benefited and profited from their innovative solutions.
Bob Cornick, President —Malin Industries, LLC
I’ve been quite surprised at the amount of impressive participation their team was able to generate through their highly efficient and consultative enrollment methodology. As a result, we and our employees have most surely benefited and profited from acquiring more benefit-rich offerings for less. We know that we can most certainly count on them to continue consistently delivering on our primary objectives…
Bob Cornick, President —Malin Industries, LLC
View Full TestimonialSafeBridge has an exceptional enrollment process which proved to be most effective and delivered maximum participation from employees who selected the benefits they and their loved ones needed – at dramatically lower price points. Their client service has been consistently excellent on both the employer and employee levels. The availability of a consultant has proven to be an asset to our company as well as our employees. Our employees have been able to contact them directly with questions or for help processing a claim without any problems. Bowden Oil strongly recommends SafeBridge Benefits Alliance to any employer group seeking to maximize value, employee retention and bottom-line savings.
Debbie Rogers, Vice-President —Bowden Oil Company
View Full TestimonialWe 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
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
View Full TestimonialHe 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
View Full Testimonial…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… Ledoux EnterprisesWhether 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
View Full Testimonial…you and your team made a great effort in educating our employees and making this campaign to have the 'best in class' benefits a tremendous success for our company, as well as our employees. We have had so many express their gratitude for your offerings!
Joe Dismuke —General Manager - Gadsden Fabrication, Inc.
View Full Testimonial…with so many of the industry’s top A-Rated providers, and their large 'blocks of business' with each - allowing SafeBridge to negotiate, develop, design and deliver an employee benefits package which was custom-tailored for us.
Fran McGraw, Director of Human Resources —Community Neighbor Bank
View Full TestimonialThis strategy allows SafeBridge to work for us and provide our employees with the best benefits for the best price. As a result, our company now enjoys premium benefits from various top benefit providers. Lastly, no other benefits provider has ever offered us all of the additional value-added benefits which SafeBridge made available to our employees free of charge.
Alesia McGraw, President —McGraw-Webb Chevrolet
View Full TestimonialThis 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
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