Empowerment Through Education

(to not only provide you with a plan but also to empower you with knowledge)

Peace of Mind

(knowing that you have a solid plan and failsafe income to last as long as you live)

Customized Financial Strategy

(includes taking advantage of tax-efficient withdrawal strategies, minimizing risk, and optimizing Social Security benefits)

Adaptability to Life’s Changes

(so you're prepared even when the unexpected occurs.)

Maximized Retirement Savings

(designed to ensure that your retirement savings are optimized to support you throughout your retirement years)

Long-Term Relationship

(we'll be here throughout your retirement journey and supporting your family when you are gone)

By allowing us to help you develop your Safe Wealth Plan, you’re not just preparing financially for the future; you’re taking a proactive step towards creating the retirement life you’ve always envisioned.

The Safe Wealth Plan

The Safe Wealth Plan is an investment in your future well-being and happiness, and that of your loved ones.

Think of the Safe Wealth Plan as the 7 Steps to your future welfare and contentment.

  1. Determine your retirement budget

  2. Pinpoint sources of guaranteed income

  3. Calculate the income shortfall

  4. Bridge the shortfall with more guaranteed income

  5. Recognize your surplus retirement assets

  6. Evaluate your tolerance for risk

  7. Distribute your surplus assets based on your risk preference

Safe Wealth Plan In-depth Overview

Having a Hefty Retirement Fund Doesn't Mean You're Set for Life

Many Americans fixate on maximizing their savings during their working years, not realizing that without proper planning, they could lose significant amounts during their golden years.

Half of the Baby Boomers are likely to outlive their savings. - The Center for Retirement Research at Boston College

The Safe Wealth Plan ensures a consistent cash flow, which is essential for a lengthy post-work life in today's era of increased longevity.

Only 20% of Americans Have a Solid Plan

“During our working years, retirement saving is straightforward. However, strategically converting savings into a lasting income stream for retirement is beyond the capability of most Americans and even many financial professionals.”

Retirement Planning is no Longer a “Do-It-Yourself Project” - Charlie Dial

“Future-Proofing Your Chill-Out Years”

Live in the Austin area?

Attend one of our Free Evening Seminars at Concordia University

Steer clear of the errors costing millions of Americans their hard-earned benefits and receive your free Social Security Analysis Report.

Dodge the "6 Threats" that are depriving millions of Boomers of their future prosperity and joy, and receive your free Safe Wealth Plan.

Meet the Retirement Masters

  • Co-Founder

  • Licensed Agent and Retirement Coach

  • Three decades of coaching top-tier professionals globally

  • Coaching wealth and retirement planning since 2016

  • Author of the acclaimed book Heretics to Heroes, A Memoir on Modern Leadership

Cort Dial

  • Co-Founder

  • Licensed Agent and Retirement Coach

  • Graduated Summa Cum Laude from Concordia University, Texas, with a degree in Psychology

  • Coaching wealth and retirement planning since 2023.

Charlie Dial

Cort and Charlie, alongside Cort’s son-in-law and Charlie’s sister, Trent and Katy Reynolds, are the founders of Trent Reynolds Player Development (TRPD) and serve as dedicated coaches.

At the core of TRPD lies a mission that goes beyond the game: "Develop Great Players Into Great Men." This statement captures their commitment to enhancing athletic skills and fostering personal growth and character development in their players.