Ready to Know Your Next Move? Start Here.
In 20 minutes, we can help you understand where you stand on Social Security timing, retirement income, annuities, life insurance, or long-term care — with no obligation and no product pitch in the first call. Come with questions. Leave with clarity.
Contact Us
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Three Ways to Reach Us
Use the calendar below to book your free 20-minute consultation directly. Pick the date and time that works for you — no back-and-forth required.
Call or Text
Prefer to talk first? Call or text Mark directly at 509-392-4366. If we miss you, we call back — usually the same day.
Send an Email
Not ready to schedule? Send a question to [email protected] and we will respond within one business day. No commitment required, and no sales follow-up unless you ask for one.
What to Expect in the First Call
Most people come in with one specific question — when to take Social Security, whether an annuity makes sense, what a policy they have actually covers, or simply whether their retirement income plan holds up. That is exactly what the 30 minutes is for.
We listen to where you are. We answer what we can in the time we have. If there is more to work through, we tell you what the next step looks like and let you decide whether you want to take it.
Who We Serve
My Safe Money Matters works with pre-retirees and retirees throughout the Tri-Cities region — Kennewick, Richland, Pasco, Prosser, and West Richland — and communities across Benton, Franklin, and Yakima counties. In-person and virtual consultations are both available.
My Safe Money Matters is a retirement income planning and insurance practice based in Prosser, WA, serving pre-retirees and retirees across the Tri-Cities region through education-first guidance on Social Security, annuities, life insurance, and long-term care. Schedule a free 30-minute retirement consultation with Mark Rogers. Call or text509-392-4366.
Serving Kennewick, Richland, Pasco, Prosser, West Richland, and communities throughout Benton, Franklin, and Yakima counties.
Still Doing Your Research?
That is exactly where most people are when they first reach out — and that is fine. If you are not ready to schedule, the resources below are free, require no opt-in, and are there whenever you need them.
Explore the retirement planning blog for plain-English articles on Social Security, annuities, long-term care, and more.
Watch and listen at
TalkingTurning65.com for podcasts, YouTube episodes, and live streams on every retirement topic.
