SafeChoice Financial provides retirement planning and insurance guidance for individuals preparing for retirement and seeking ways to protect their assets. Led by Bonnie L. Wendell, a retirement and insurance advisor, the firm focuses on helping clients understand options suited to their circumstances, goals, and values. Its approach emphasizes planning not only around the age someone hopes to retire, but also the income they may need throughout retirement.

Services include retirement planning with traditional and Roth IRAs and 401(k) and 403(b) rollovers. SafeChoice Financial also offers income strategies involving fixed and indexed annuities, CD alternatives, and diversified planning. Insurance options include term and permanent life insurance, as well as long-term care options. The firm’s stated goal is to help clients protect their investments, preserve hard-earned assets, and explore income sources designed to support them in retirement. SafeChoice Financial invites prospective clients to schedule an appointment to discuss their needs and learn about available planning choices.