Rethink Safety. Redefine Wealth.
Rethink Safety. Redefine Wealth.
Discover a more intentional approach to building and leveraging wealth — one that balances stability, access, and growth without unnecessary risk.
Explore the Approach
Why Safety 3rd?
The safest choice isn't always the smartest one. At Safety 3rd Life, we believe in finding balance:
  • Too much risk can threaten your future.
  • Too much caution can limit your growth.
The Safety 3rd Philosophy is about being intentional — knowing when to protect, when to leverage, and how to create opportunities without losing what matters most.
Protect
Build a secure foundation with safe, reliable assets
Leverage
Unlock liquidity without dismantling your strategy
Thrive
Pursue your goals with clarity and confidence
Safe Assets. Smart Leverage.
Your financial strategy should give you options — not limitations. We help you understand how to:
  • Use safe, time-tested assets as the foundation of your wealth
  • Unlock the ability to collateralize those assets to reach your goals faster
  • Build a plan designed for resilience and opportunity
Our Three-Step Framework
Clarity
Book a Clarity Call to assess your financial reality with our Financial X-Ray, uncovering gaps and defining goals for faith, family, and freedom.
Align
Our team crafts a Cash Flow Hacking Plan to align your finances with your values, accelerating your journey to financial independence.
Design
We teach you how to how to implement the design for tax-deferred growth, liquidity, and stability.
At Safety 3rd Life, we start by getting an understanding of your values and beliefs around money and if those values and beliefs are in alignment with the life you want to design for yourself.
A Better Way to Build
This isn't about chasing trends or following the crowd. Safety 3rd Life is for people who want:
Clarity
Know exactly how your money is working
Control
Make intentional choices about growth and risk
Confidence
Move forward without second-guessing every decision
If you value stability but also want the freedom to seize opportunities, the Safety 3rd approach was built for you.
Who We're For
The Safety 3rd approach is designed for individuals who understand that true financial security comes from balance. You're not looking for get-rich-quick schemes or ultra-conservative strategies that barely keep pace with inflation.
You want a thoughtful approach that gives you both protection and possibilities.
The Safety 3rd Difference
Traditional Financial Planning
  • Focuses primarily on accumulation
  • Often locks away assets until retirement
  • Limited liquidity and flexibility
High-Risk Approaches
  • Chases trends and market timing
  • Exposes core assets to unnecessary volatility
  • Creates anxiety and second-guessing
Safety 3rd Philosophy
  • Balances protection with opportunity
  • Creates accessible liquidity when needed
  • Builds confidence through intentional design
What Our Approach Delivers
1
Foundation First
We help you establish a solid base of safe, reliable assets that grow predictably over time.
2
Strategic Leverage
Learn how to access the value of your assets without dismantling your wealth-building strategy.
3
Intentional Growth
Make informed decisions about when to protect and when to pursue higher-growth opportunities.
Start Building Smarter
Learn how to leverage safe assets and unlock liquidity to pursue your goals with confidence.
Your journey to smarter, more flexible wealth-building starts here.
Our Mission
Safety 3rd Life exists to help you build wealth intentionally — balancing security, flexibility, and growth.
Contact: [email protected] | Follow us: @Safety3rdLife
© 2023 Safety 3rd Life. All rights reserved.
Safety.
Access.
Growth.