Why I like Safe Money with Scott Mann
1717 Saint James Pl, #365
Houston, TX 77056
Get directions
(713) 386-5307
http://safemoneywithscottmann.com
[email protected]
For over 20 years, Scott Mann has been helping clients, across the country, to protect, and take control of their financial futures, through guaranteed income, and rising income to combat the inflation that’s well on the way, while still providing a financial legacy for their families. As Principal of Mann Wealth, in Houston, TX, it was natural progression for him to take to the airwaves as a financial radio show host, also appearing on FOX and CNBC. In addition to the four Key factors toward retirement success: Risk tolerance, Time horizon, Income needs and utilizing the proper mix of different investment vehicles, Scott has found that most baby boomers have questions about claiming their social security benefits. Learn about the Five Social Security Traps.
In addition to holding a State Of Texas Life Insurance License, Scott has also received the following financial planning training, and completed, through the College for Financial Planning and Texas A&M University.
• Certified Financial Planning I: Financial Planning and Insurance
• Certified Financial Planning II: Investment Planning
• Certified Financial Planning III: Income Tax Planning
• Certified Financial Planning IV: Retirement Planning and Employee Benefits
• Certified Financial Planning V: Estate Planning
• Certified Financial Planning VI: Plan Presentation
Read Reviews
Feb 21, 2023
I loved that Marsha kept me informed throughout the process. I reached out to her before I was really ready (wasn’t yet 59 1/2) but knew I needed to take some action. She stayed in touch without being pushy and, when I was ready, made time and jumped through hoops to accommodate MY schedule.
Mann Financial went the extra mile (yes, Scott was around but Marsha handled it all) to make sure my goals and objectives fit with my specific circumstances and risk level.
I walked out feeling confident in my future and knowing that I can, at any time, call or even drop in with little or no notice and have the full attention of everyone there.
I could not be happier with the level of personal service and attention!
Feb 21, 2023
Angela Price
My husband and I like safe money with Scott Mann because we lost money with our previous financial advisors. We found that Scott Mann and his team provided us with better options for our retirement future. We also were very pleased with Scott Mann and his team's professionalism, their sense of humor and their sense of caring. Scott Mann and his team took us in as if we were their family. In today's world that is a rare feat. We highly recommend Scott Mann and his team for financial advice.
Feb 20, 2023
Very professional staff with excellent working knowledge of retirement planning. They presented us will the information that we needed to make an informed decision. Highly recommend!
Dec 14, 2022
Debi Beaird
Scott was very helpful in planning our retirement and ensuring we have enough income to live comfortably for years to come.
Dec 09, 2022
SHARON PANTIN
Scott Mann and his staff are amazing!
Since we entrusted our investments with Scott we could not be happier with the return on our money.
Scott makes everything so clear, you will understand how your money is invested for life time income.
If you want financial security, Scott is the financial adviser you have been longing to find.
You will not be disappointed!
Dec 08, 2022
Ralph Macdonald
Performance without fees. Dependable management of income for a good well managed retirement portfolio. Quick and effective execution of a game plan. I should have made better effort to get with Scott's Team sooner!
Dec 08, 2022
After so many years, my wealth has been cycled nonstop by banks and investors who would not come through with a game plan in which I could begin using my money as income for my retirement. After several months, the gears are in motion now to work. Scott's team put the system into operation. Set up to yield income right away with the means to grow without loss. Dependable income My spouse and I can now count on.
Dec 07, 2022
My husband and I decided to transfer our retirement funds to the proven safe and secure Scott Mann method after our own research and the recommendation of our trusted CPA of 30 + years. Scott spent quality time explaining and assisting throughout the entire process along with his friendly, hardworking, professional staff, Lynn & Sandra. We were impressed with the ease of the transfers and dedication of Scott and his team.
Dec 07, 2022
Scott simplified and walked us through his safe money strategy! It was a pleasure dealing with Scott, Lynn and Sandra!
Dec 06, 2022
Scott spent many hours with us over 3 meetings not selling us but showing us his philosophy on money investment risk and retirement planning. He compared his strategies versus more traditional approaches to investing and demonstrated his success over the long term.
Dec 02, 2022
Troy Lawrence
Scott is easy to talk to, and takes the time to explain everything in easy to understand “layman” terms. He has mapped out a smart sensible financial plan for us, that will help ensure we are financially secure throughout the entirety of our retirement years.
Dec 01, 2022
Elaine Kimberley
Scott takes great care to ensure you understand the concepts related to and the reasons behind any strategy he discusses. He is transparent, communicates when needed, and willing to answer any questions you have at any time.
His staff are extremely efficient and very professional, and personable. They care about us and ensure we feel informed.
I no longer have anxiety about retiring in a few years. Scott has a balanced approach, to protect our assets and to assure best outcomes for us in a very difficult period for investors. There are no guarantees, but we feel the decisions we make with Scott are informed and target best results.
Dec 01, 2022
Scott Mann made it easy!
Being a bit intimidated, after speaking with some other financial advisers that offered seemingly complicated investment plans, I procrastinated calling Scott Mann. After talking with Sandra, his assistant, I felt we had found the right financial adviser for us.
Scott is easy to talk to, and takes the time to explain everything in easy to understand “layman” terms. He has mapped out a smart sensible financial plan for us, that will help ensure we are financially secure throughout the entirety of our retirement years.
My wife is not a risk taker and also reluctant to move her savings from a very conservative account. Scott put her concerns at ease, knowing that our retirement savings are safe and can only increase in value to meet our needs throughout our retirement years.
My only regret is not contacting Scott Mann for a consultation sooner.
Nov 11, 2022
I had shopped around a bit before meeting with Scott. I found him to be both more professional and more personable than the others. He listened to my concerns and asked questions regarding my plans, needs and opinions, and discussed the possible ramifications. Unlike the others, he suggested that he only address the funds I had in my 401ks, allowing me to manage my cash and other stocks, which pleased me. I now have a suitable income and the freedom to win or lose on my other investments. Best of both worlds? I think so.
Nov 11, 2022
Scott Mann gives you honest answers and straight talk, gives financial examples based on his experience and expertise, and doesn’t hesitate to invest the time required to get to know you and your financial needs. I highly recommend Scott, Lynn and Sandra with Safe Money.
Nov 11, 2022
Very professional and to the point. In today’s changing world, Safe Money With Scott Mann is the way to go. Very easy to work with.
Nov 11, 2022
Scott gives you honest answers and straight talk, gives financial examples based on his experience, and doesn’t hesitate to invest the time required to get to know you and your financial needs. My husband and I highly recommend Scott, Lynn and Sandra with Safe Money.
Jul 02, 2022
Scott is extremely thorough, he explains how your financial planning will work for you in easy to understand terms and is eager to answer any questions you may have about your investments.
Jun 27, 2022
Teresa Mize
We have been listening to Scott Mann for several years on the radio, KTRH 740,. We really liked what he had to say on his show. Our retirement was getting close so we reached out to several financial advisors and then to Scott. He showed us the numbers over many years of ups and downs through out the markets. Our money was going to be safe. Knowing during this administration there would be lean earnings but we would not lose our principal. That's what sold us on him. He and his staff are pleasant to work with and he is straight forward with you. It has been a great experience working with Scott Mann. Sincerely, Daryl & Teresa
