Bob Belknap, CLU®, ChFC® is an experienced financial educator in the Southeast Louisiana area with over 35 years of professional financial insight and knowledge. Bob started his career as an MDRT qualifying insurance agent in New Orleans, Louisiana and was promoted into a management position in Denver, Colorado. He was recruited by a New England Mutual life insurance company to run a large financial group with offices in Portland, Oregon and Seattle, Washington.
After 13 years in the northwest, family responsibilities brought him back to his hometown in 1995.
Safe Money Concepts, INC and Wealth Management Concepts, LLC was the result of a desire to serve his clients without restrictions on the companies or products used to solve their concerns and problems.
As a mature advisor, I can relate to the hopes and fears of those approaching retirement or already retired, and provide independent options to help achieve their goals.