Is Your Financial Safety Secure?

We want to help you make sure you have enough to make it through your retirement

About Our
Founder

John Pennachio is a 32 year veteran of the financial services industry and a Florida resident for over 50 years. John was the founder and CEO of Highmark Securities and High Mark Financial which grew to 150 financial specialists, and was eventually sold to a large company in 2004. He also served as the President of a large insurance agency with offices nationwide. As the founder of Safety 1st Financial, Mr. Pennachio is committed to your long-term financial security while meeting your short-term goals in retirement clients are not interested in gambling their retirement savings. For that reason, we do not offer any financial vehicle that places your principal at risk.

Welcome to Safety First Financial!

Safety First is dedicated to educating consumers on retirement financial matters so they can make wise decisions and secure their financial future.

Due to current economic conditions and an unstable stock market many people have been seeking safe places to put a portion of their retirement savings. Annuities have gained the attention of retirees because of their safety and guarantees. Not everyone should own an annuity, but an annuity under the right circumstances can play a vital role in securing your retirement.

Safety First has become concerned over the confusion by the public on how annuities work and the misguidance consumers are receiving from media and others who do not specialize in this area.

We know it can be hard to find the right financial professional to work with.

One that will take the time to understand what’s important to you.

We will review the plan with you to ensure that we have addressed all of your concerns and questions. We expect our clients to be involved in the process and participate. Ask as many questions as needed to feel comfortable with the strategy we propose. Remember, this is a joint effort and the more you are involved the better the outcome. Don’t be afraid to ask questions.

Once we have put the pieces together and your retirement plan is secure we will begin monitoring the plan performance and strategy effectiveness. All the information we gathered from our initial meetings will be the reference point for determining the success of our working together on your retirement.

Life happens and at any time a person’s needs may change. We’ve seen it happen time and time again, so it’s important to build flexibility into the overall retirement solutions we provide. A lifetime solution does not happen from a one-time transaction. Planning for retirement is an on-going exercise, and we are going to provide you with on-going knowledge and solutions so you can lead a stress-free and prosperous retirement.

What you can expect from Safety First:

  • Objective knowledge so you can evaluate the concepts and products that satisfy your needs to secure your retirement – and do so on your terms.
  • An understanding of the facts about the processes and products offered to secure you retirement.
  • Control during the buying process (to buy when you’re ready), as well as control of your retirement savings to ensure that you have Safety, Flexibility and Liquidity along the journey to a safe and secure retirement.
Our Financial Professionals will custom design a retirement strategy that takes into consideration your unique circumstances.

We will review the plan with you to ensure that we have addressed all of your concerns and questions. We expect our clients to be involved in the process and participate. Ask as many questions as needed to feel comfortable with the strategy we propose. Remember, this is a joint effort and the more you are involved the better the outcome. Don’t be afraid to ask questions.

Once we have put the pieces together and your retirement plan is secure we will begin monitoring the plan performance and strategy effectiveness. All the information we gathered from our initial meetings will be the reference point for determining the success of our working together on your retirement.

Life happens and at any time a person’s needs may change. We’ve seen it happen time and time again, so it’s important to build flexibility into the overall retirement solutions we provide. A lifetime solution does not happen from a one-time transaction. Planning for retirement is an on-going exercise, and we are going to provide you with on-going knowledge and solutions so you can lead a stress-free and prosperous retirement.

Request Your Free Consultation

Close Menu