- Safe Future Wealth Partners LLC is an investment adviser that refers clients to third-party investment advisers for the management of securities portfolios. It does not offer personalized investment advice regarding securities. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Joe Uplegger is not registered as an Investment Adviser Representative of Safe Future Wealth Partners and does not provide investment advisory services to clients nor does he make referrals to any third-party investment advisers. Hary Sastro is dually registered with Aegis Wealth Management, Inc., an unaffiliated SEC-registered third-party investment adviser. As such, Mr. Sastro will refer prospective clients to Aegis Wealth Management, Inc. and will provide investment advisory services through Aegis Wealth Management, Inc. in his capacities as an investment adviser representative of Aegis Wealth Management, Inc. Mr. Sastro and Safe Future Wealth Partners LLC will share in the advisory fees paid to Aegis Wealth Management, Inc. by clients he refers to Aegis Wealth Management, Inc. in his capacities as an investment adviser representative of Safe Future Wealth Partners LLC.
- None of these firms is engaged in the practice of law or accounting. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
- Insurance products and services are offered separately through Safe Future Financial LLC. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Insurance products are subject to fees and additional expenses. Income received will not necessarily keep pace with inflation.
- Information presented is believed to be current. Articles and certain content were prepared by a third party and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed.
- Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
- All investment and insurance strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Historical performance returns for investment indexes and/or categories usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.
- Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
- Except for the photographs in the team biographies section, the images contained in this website are stock images and do not depict clients, former clients, or actual employees of Safe Future Wealth Partners and do not reflect the size of the firm. These images should not be construed as an endorsement or testimonial from any person.