Secure Your Future with Safe Money Inc.

We can help you manage your money to create a better future for yourself and your family

About Us

Here at Safe Money Inc., we are here for all your financial needs. We help guide you through financial planning, estate planning, tax preparation, wills and trusts, home refinancing, and much more!

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Life Insurance
  • Tax Services

Our goal is to help you gain a better understanding of your current financial standing, how you can better your current situation, and how to fix any issues that may arise. Contact us today for a FREE one on one financial review!

Learn More Get in Contact

Services

Life Insurance

Click here to view more about out life insurance.

Estate Planning

Click here to view more about our estate planning.

Retirement Planning

Click here to view more about our retirement planning.

Tax Services

Click here to view more about our tax services.

Ready to Start?

Contact us now for a free consultation

Team

Philip Nisonger

President

Philip is the current president of Safe Money Invest

Nilima Agrawal

Vice President

Nilima is the current vice president of Safe Money Inc.

Frequently Asked Questions

"How do I pick the correct financial adviser?" is the first question clients should ask. Anyone can advertise as a "financial counselor," but this does not always imply education or expertise. Here are some of the most often requested questions from potential clients:

Contact

Location:

1515 Lincoln Ave. San Jose, CA 95125

Call:

+1 (877) 244 1315

+1 (408) 338 8352