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Derrick Loflin
Tax Free Income Specialist - Advisor - Insurance - Financial Services
Who is Derrick Loflin?
Derrick Loflin is the President of Safe Money Group LLC, a retirement planning firm that helps individuals and families financially prepare for retirement using safe income planning strategies.16 He specializes in mitigating sequence of returns risk, a key concern for retirees.2
Loflin is also the host of the Safe Money Radio Podcast, where he provides clear and actionable retirement planning advice.347 He has been featured as an expert on Annuity.com, a leading resource for annuity information and education.5
His LinkedIn username is derricksmg, likely referring to his role at Safe Money Group LLC.23
Highlights
Nov 1 · finra.org
[PDF] Disciplinary and Other FINRA Actions
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Location
Greater New Orleans Area
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
Stefano Costa, DGBS
FP&A - Jefferies
Aif® John Davila
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Tom Breiter
I work with affluent clients who desire a structured approach for planning and investing that relieves them of the worry of the financial markets with freedom to pursue what they value the most.
Mutual Connections
See who you know in common with Derrick