5.0
average rating
27 reviews
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Why I like Safe Money with Scott Mann

1717 Saint James Pl, #365
Houston, TX 77056

Get directions

Phone(713) 386-5307 Websitehttp://safemoneywithscottmann.com Email info@safemoneywithscottmann.com

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

Mar 13, 2020

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My husband and I shopped around, others left a bad taste in our mouths. I trust my first impressions and Scott really made us feel SAFE. It’s really scary handing over everything you’ve worked for to someone to handle. We haven’t looked back after working with Scott. He made us feel we could trust him and we do. Couldn’t thank him enough!

Mar 11, 2020

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Scott took the time to make sure he fully understood my financial situation and that I fully understood what he was recommending to best serve my financial future. I asked a lot of questions and he patiently and thoroughly answered my questions to my satisfaction.

I have complete faith in believing in the strategy that he recommended and I have made significant gains from that strategy. I highly recommend Scott Mann to anyone looking for competent professional strategy for their retirement

Mar 11, 2020

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explained program in easy to understand language, took his time and did not get impatient with our questions and concerns. he seemed to be very knowledgeable in all aspects of money management. in our short encounter he seemed to be more of a friend, the kind you'd like to have a beer with, than a fiduciary

Mar 10, 2020

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I like safe money because the return on your money is high and you do not have to worry about what the stock market is doing.

Mar 06, 2020

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Scott clearly explained the concepts of risk tolerance and time horizon and we are on track to retire as planned. Knowing what you are willing to risk is part of having a plan and sticking with that plan. This is one of many tools that Scott incorporates to ensure us a safe and smart retirement.

Feb 14, 2020

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Scott and his staff were not only nice, but they were extremely helpful. I would recommend them to friends and family

Feb 14, 2020

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Scott takes time to explain what we should do to increase our retirement income and make it last as long as possible.
I have been able to get in touch with Scott or Michelle anytime I call.

Feb 14, 2020

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You and your staff were not only nice, but you kept me informed every step of the way. Very easy to do business with. 5 stars

Feb 13, 2020

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He works with me explaining everything. I trust his suggestions!

Jan 13, 2020

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After discussing what I wanted and my worries in the current market, Scott was able to provide the professional guidance required to put my mind at ease for my retirement. Thanks Scott!

Jan 09, 2020

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Scott has been very receptive and accommodating during all our meetings. His team is responsive in all the processes needed to transfer and open accounts. Scott will take all the time you need to feel comfortable with your decisions and answer your questions as asked.

Jan 08, 2020

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Scott and staff are friendly and responsive to my needs.

Sep 20, 2018

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I like my money safe only regret is I did not start sooner

Sep 18, 2018

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Scott was easy to talk with and very friendly. He is a professional and makes a client feel comfortable. he explained in detail the process and actions were timely with appropriate follow up. I am very pleased.

He had a great product and superior service.

Sep 18, 2018

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Scott was easy to talk with and very friendly. He is a professional and make a client feel comfortable. he explained in detail the process and actions were timely with appropriate follow up. I am very pleased.

He had a great product and superior service.

Aug 30, 2018

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Scott is open, energetic, listens to my needs, explains things well, and provides sound advice. I am reassured about what is happening to the funds that are in his care.

Aug 16, 2018

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Scott takes time to explain what his recommendations are and options that match the time frame to reach goals. We were a little later than we should have been to move on a retirement plan however we were OK and Scott enabled us to reach a solution that provided us a comfortable retirement income stream and investment management that we are comfortable with.

Aug 16, 2018

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With global debt, trade tensions and a tightening yield curve, I like knowing that my retirement is safe from possible bear markets that could extend my time horizon for retirement. I like the fixed-index annuity that does not drop when the market does, but has the growth to beat inflation. I like the four-legged stool and four-asset portfolio that sets up a retiree to never run out of money. I like that Scott will give me sound advice like when to take Social Security.

Aug 02, 2018

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He helped we retire, earlier than we thought possible.
My wife and I no longer worry about loosing money, again, in the stock market, since we now have a real plan with real cash flow numbers .
This gives us a great deal of piece of mind, when the rest of the world is falling apart

Jul 31, 2018

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Charlie & I enjoyed working with Scott while planning our retirement future.
Scott answered all of my questions and was easy to work with. I would recommend Scott to our friends.