At SafeMoney, we focus on the goals and objectives of the client and incorporate their concerns into an efficient strategy, custom tailored to each client's needs. Using our unique "client-centric" approach, we work closely with our clients and their other advisors.
For more than 25 years, Mr. Grant has developed his expertise in the design and implementation of advanced estate plans, wealth protection techniques, executive retention programs, and business succession strategies for families, privately held businesses, and nonprofit organizations. He has been an active member of the California State Bar since 1994.
David has over twenty years of experience in law, insurance, and communications, and brings a valuable and unique perspective to the planning process. He is a conscientious planner who specializes in working with other professionals and their clients to address business succession, executive retirement, estate planning, and life insurance matters.
Beth Scott is a supporting staff member to Cory C. Grant. With over 18 years of experience working in the Independent marketplace and representing all major life insurance companies, Beth specializes in designing life insurance policies for business succession, key employee benefits, estate and family planning.
Renee is an Account Manager for Cory C. Grant. With over 25 years of experience in the life insurance industry, she has worked with numerous life insurance carriers and underwriters. Renee provides support for both Cory Grant and Beth Scott by efficiently processing new business, underwriting of pending applications and policy service for existing clients.