About Safe Strategies Financial
Safe Strategies Financial is led by Brenden, James, and Brandon Herbst. Together, they guide a large team of agents with more than 70 years of combined experience in retirement-income and insurance conversations.
The details matter because the people behind them matter. Our work starts by listening, continues with clear explanations, and gives you room to understand before you decide.
01Family-led The people responsible for the firm remain close to the work.
02Options made clear Guarantees, assumptions, costs, and tradeoffs stay visible.
03Built for follow-through The relationship continues beyond the first decision.
Leadership & advisory team
Brenden, James, and Brandon lead a large team of agents with more than 70 years of combined experience. Every review is organized around the client's priorities and the options that deserve careful consideration.
70+ yearsCombined team experience
Firm leadership
Owner & Principal
Brenden leads Safe Strategies Financial and oversees the full client relationship, from the first conversation through strategy development, implementation, and ongoing review.
Senior experience
Agency Director & Senior Retirement Specialist
James brings nearly three decades of retirement experience and helps lead the broader agent organization, with a focus on income planning, asset protection, and legacy questions.
Retirement planning
Retirement Planning Specialist
Brandon supports education-first reviews, helping clients organize their priorities and questions before evaluating protection and retirement-income options.
The standard
We are built for retirement decisions where the duration, complexity, or importance of the commitment deserves careful preparation.
The broader agency team allows the firm to provide personal follow-through while keeping leadership close to each important case.
A private retirement conversation