Conservative planning, premium execution
Retirement income planning with quiet confidence.
We help families turn savings into a dependable strategy using annuities, Social Security timing, and a plan built for stability through market cycles.
Meet your advisor
Mark Rogers
Mark Rogers is with My Safe Money Matters and the voice behind Talking Turning 65, a retirement-focused podcast and educational platform featured on YouTube and Facebook. Through interviews, conversations, and educational videos, Talking Turning 65 explores the decisions and challenges people often face before and duri...
Who I serve
Built for any chapter of your life.
Within 5 years of retirement
Turning a career of saving into a paycheck that lasts — with a plan for the transition.
Already retired
Making your income durable and tax-smart, and adjusting as life and markets change.
Business owners & pre-retirees
Coordinating an exit, equity, and Social Security timing into one clear strategy.
How I help
Built around your retirement income.
Retirement income
Social Security timing
Annuities & guarantees
Taxes & RMDs
How it works
A calm, three-step path.
Discovery
A short, no-pressure conversation about your goals, timeline, and what keeps you up at night.
Your options
We model conservative scenarios and explain the trade-offs of each — in plain language.
Implement
You choose the path that fits, and we put it in motion with ongoing check-ins.
A quick gut-check
Will your money last?
Drag the sliders to see, in plain numbers, how long your savings could support your retirement. It is a simple estimate — your full picture lives in the Retirement Center, where you can go deeper and save your progress.
Explore your Retirement CenterIllustrative only — assumes a 5% return and 2.5% inflation, through age 92. Not advice.
From our insights
Plain-English retirement guidance.
How Can You Make Your Retirement Income Last for Life?
A longer retirement can be a wonderful gift, but it also increases the risk of outliving your savings. Learn h...
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Why Women Need Their Own Retirement Plan?
Women often face retirement concerns that require their own plan. A longer life, time away from work and the l...
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The Day I Realized Retirement Had Changed
That's the shift so many of us miss: retirement isn't about the biggest balance anymore. It's about building i...
Read article →Twice-Monthly Newsletter
Two concise emails per month: plain-language financial concepts, planning questions to ask, and decision checklists.
Good to know
Questions, answered.
How do we get started? +
It begins with a short, no-pressure conversation to understand your goals and see if we are a good fit.
What does it cost to talk? +
The initial consultation is complimentary. We will explain how we work, and any fees, before you decide anything.
Who do you work with? +
We focus on people planning for — or already living in — retirement who want clear, conservative income strategies.
Are the online calculators private? +
Yes. The tools give you an instant estimate; your information is used to prepare your results, never shared publicly.
Is this financial advice? +
The site and calculators are educational. Personalized recommendations come only after we understand your full situation.
Get started
Let's talk about your retirement.
A short, no-pressure conversation — and a clear next step.
Or call (509) 786-1900